LOTI yields 0.96% · NNN yields 5.66%● Live data
📍 NNN pulled ahead of the other in Year 4
Combined, LOTI + NNN cover 0 of 12 months — good coverage
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What's the optimal mix of LOTI + NNN 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 →National Retail Properties invests primarily in high-quality retail properties subject generally to long-term, net leases. As of September 30, 2020, the company owned 3,114 properties in 48 states with a gross leasable area of approximately 32.4 million square feet and with a weighted average remaining lease term of 10.7 years.
Full NNN 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.