Summary

• The Rose Income Garden (RIG) portfolio, with 73 dividend-paying holdings, yields 6% and is up 8.21% YTD, outperforming SPY.
• I view KO, WPC, and XEL as quality income holdings but consider KO and WPC overvalued, maintaining them as holds, while XEL is a buy on dips.
• GPC and KMB are undervalued with attractive yields; I have added to both, expecting future capital gains and reliable dividends.
• Despite a dividend cut, MSDL offers a high yield at a discount, suitable for speculative high-yield investors; NML stands out with a 20% dividend increase.
• 'Rose Recommendations' and reviews are made for all stocks mentioned.
• This idea was discussed in more depth with members of my private investing community, Macro Trading Factory. Learn More »

Rose's Income Garden "RIG" portfolio has 73 investments which all pay dividends. It has a 6% yield and is hitting an ATH/ All Time High for value being up 8.21% to start May.

The

15.16K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of XEL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.