YLDW yields 1.61% · O yields 5.28%● Live data
📍 O pulled ahead of the other in Year 2
Combined, YLDW + O cover 0 of 12 months — good coverage
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What's the optimal mix of YLDW + O for your $10,000?
YLDW is a multi-asset fund that invests primarily in income-producing securities across equities, bonds, hybrids, and other yield-oriented assets. The fund seeks monthly distributions and a lower volatility profile than traditional equity-only funds. YLDW uses a bottom-up, research-driven process, targeting companies with strong cash flow, improving fundamentals, and sustainable distributions. The fund generates returns from dividends, interest, option premiums, and potential capital appreciation. Additionally, the fund employs a covered call strategy on most of its equity holdings. This generates premiums that generate additional income, partial downside protection, and enhanced yield in flat markets, while capping upside in strongly rising markets. Investments include dividend-paying stocks, preferred shares, convertibles, corporate bonds, REITs, MLPs, and money market instruments, with up to 40% potentially invested in foreign securities or ADRs. Holdings also include derivatives.
Full YLDW 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.