SJCP yields 4.42% · O yields 5.28%● Live data
📍 O pulled ahead of the other in Year 7
Combined, SJCP + O cover 0 of 12 months — good coverage
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SJCP aims to generate income by investing in a broad range of fixed-income securities, primarily focusing on investment-grade US corporate and government bonds of varying maturities. The fund includes MBS, REITs, CLOs, CMOs, municipal securities, and preferred stocks. Portfolio selection combines top-down analysis, which assesses macroeconomic trends such as interest rates and market volatility, with bottom-up security selection based on credit quality and yield potential. The strategy seeks to balance returns with interest rate sensitivity, aiming for optimal performance while preserving capital and minimizing volatility. Although the fund primarily invests in investment-grade securities, it may allocate up to 5% of its assets to higher-risk securities, such as junk bonds and unrated debt. The fund maintains an average portfolio duration of up to ten years.
Full SJCP Calculator →Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.