LOTI yields 0.96% · FCPT yields 6.05%● Live data
📍 FCPT pulled ahead of the other in Year 1
Combined, LOTI + FCPT cover 0 of 12 months — good coverage
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What's the optimal mix of LOTI + FCPT for your $10,000?
LOTI blends US large-cap dividend-paying equities with tactical allocations to fixed income. Equity holdings center on companies the Adviser deems recession resistant, meaning businesses with stable demand, recurring revenue models, and lower sensitivity to economic cycles. They are typically characterized by consistent dividend growth, visibility in earnings, and strong cash flow stability, reinforced by low demand elasticity and high switching costs. Equities are often equally weighted, though allocations may shift with market conditions. The fund complements this equity base with fixed income exposure primarily through ETFs and bond funds invested in corporate and government securities. Credit quality and duration are actively adjusted, with up to 20% of assets available for high yield bonds. This dual structure provides flexibility to navigate different market environments, seeking to generate income while managing risks across both equity and bond allocations.
Full LOTI Calculator →FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the acquisition and leasing of restaurant properties. The Company seeks to grow its portfolio by acquiring additional real estate to lease, on a net basis, for use in the restaurant and retail industries.
Full FCPT Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.