1. The author highlights Blue Owl Capital (OWL) as their top investment pick for H2 2025, following Patria Investments (PAX); 2. OWL is positioned for 20%+ annual growth, offers a near 5% dividend yield, and potential multiple expansion, with a projected 3-4x return over five years; 3. The analysis emphasizes the author’s confidence in asset managers and aligns with their track record of high-yield investment strategies.

1. The article highlights two public royalty companies offering low-risk, high-margin, and inflation-protected cash flows; 2. One company provides oil-linked income with no production costs and significant dividend potential, while the other focuses on gold royalties with 18 years of dividend growth and minimal operational risks; 3. Both are positioned as strategic long-term income investments in the royalty sector.

1. Political decisions drive market opportunities, with a focus on U.S. defense investments; 2. A U.S. missile defense project, inspired by Israel's Iron Dome, is receiving substantial funding and international interest, creating long-term growth potential; 3. Select defense companies with advanced technology and strategic positioning are poised to benefit, enhancing dividend prospects for investors.

1. REITs offer diversified, inflation-hedged income and capital appreciation, making them a strategic long-term investment; 2. Attractive valuations are present in sectors like data centers, industrial, net lease, and residential properties, with strong growth projections; 3. Focus on high-quality REITs trading below historical multiples while avoiding high-risk sectors such as residential mREITs, hotels, and office spaces.

1. A list of high-quality dividend-growth stocks near 52-week lows is analyzed using historical and future valuation metrics; 2. Alphabet (GOOG) is highlighted for its robust financials, attractive valuation, and growth potential despite risks like AI competition and regulatory scrutiny; 3. Other undervalued dividend growth stocks include UPS, Merck, Pfizer, UnitedHealth Group, and Chevron, among others.

1. REITs currently offer the highest dividend yields in a decade, with some reaching up to 12%; 2. Dividend payments from select REITs are increasing despite market volatility; 3. The author highlights three undervalued REITs as top high-yield investment opportunities.

1. Provides a weekly summary of dividend activity for companies categorized as Dividend Champions, Contenders, and Challengers; 2. Highlights companies that recently changed their dividend payouts and lists those with upcoming ex-dividend and payment dates; 3. Mentions the Dividend Kings service offering deeper analysis and portfolio tools for dividend-focused investors.

1. SCHD consistently underperforms the S&P 500 due to focusing on dividend growth without considering valuation; 2. The ETF's top holdings often reach high valuations due to gains, not because they were bought cheaply; 3. SCHD's performance during market downturns is only slightly better than the market, failing to close the gap with the S&P 500.

1. DT Midstream has shown impressive growth, leading to solid total returns; 2. Shares have declined and entered bear territory, down 23% from its 52-week high; 3. DTM's valuation is not stretched compared to peers like Enbridge and Hess Midstream, given its strong growth prospects.

1. The S&P 500 is considered expensive and concentrated, posing risks; 2. The author plans to allocate new funds into dividend growers with a strong track record in challenging markets; 3. The author presents five preferred dividend companies for investment.

1. AI stocks like Tesla and Palantir are experiencing a downturn, but there are undervalued dividend growth stocks poised to thrive in the AI boom. 2. We discuss two opportunities for significant AI-driven growth. 3. Focus on undervalued dividend growth stocks for real exposure to AI's future.

1. Self-made millionaires build wealth through disciplined, consistent investing; 2. Focus on dividend growth stocks, avoid single-stock risks, and live below one's means to reinvest; 3. Invest in wide-moat companies with strong fundamentals, aiming for income and long-term gains without timing the market.

1. The Schwab U.S. Dividend Equity ETF offers a mix of dividend income and growth but has limited dividend income potential. 2. The article demonstrates how to build a $100,000 dividend portfolio using SCHD as a core holding with 15 high-dividend yield companies. 3. The portfolio offers a higher income generation capacity with a Weighted Average Dividend Yield of 6.37% compared to SCHD's 3.56%. 4. The selected companies have attractive valuations with a Weighted P/E [FWD] Ratio of 14.62, lower than the S&P 500's 20.95.

1. SCHD is a strong dividend ETF, but there are alternatives with higher yields and faster payout growth; 2. One alternative offers a higher current yield and a projected 13.4% dividend growth rate; 3. Another alternative offers a 7.5% yield with an expected double-digit payout CAGR.

1. SCHD is a popular ETF for dividend growth investors with a low expense ratio and attractive yield. 2. Its quarterly rebalancing can sell high-performing stocks too early, which is a double-edged sword. 3. The author prefers using SCHD for idea generation and a buy-and-hold strategy, but acknowledges its impact on long-term returns.

1. Dividend Kings are known for their consistent dividend growth but are not always the best buys. 2. We discuss one high-yielding Dividend King to avoid. 3. We also highlight one high-yielding Dividend King that is an attractive investment opportunity.

1. The 4-factor dividend growth portfolio is a strategy that utilizes Schwab U.S. Dividend Equity ETF's stock selection process with some minor adjustments. 2. The portfolio has had a strong start to 2025 and is making up for lost ground in FY3. 3. Since its inception, the portfolio has achieved a CAGR of 18.85% and outperformed SCHD by 9.14%.

1. The S&P 500 is overvalued and concentrated; 2. SCHD offers a 3.55% dividend yield with a focus on value stocks and dividend growers; 3. Value stocks in SCHD are historically cheap relative to growth stocks, making them attractive in the current high-yield environment.

1. Building a dividend growth portfolio requires focusing on high-quality blue-chip stocks that consistently grow dividends. 2. The article highlights three exceptional 6%+ yielding dividend growth stocks. 3. The author emphasizes the importance of a balanced approach to investing in dividend stocks, focusing on safety, growth, yield, and value.

1. The article compares two major players in the Triple Net REIT space, Realty Income Corporation and NNN, focusing on their income-generating capabilities for shareholders. 2. It highlights the author's preference for maximizing income and the importance of sustainable income in retirement investing. 3. The author discusses the High Dividend Opportunities community and its investment strategies.