My Dividend Stock Portfolio: New November Dividend Record - 100 Holdings With 12 Buys

I trimmed positions in NVDA and AMD due to valuation concerns and overexposure, favoring BDCs like ARCC, OBDC, and HTGC for yield. November dividend income reached a record $653, up 5% Y/Y, with BDCs now comprising 33% of total dividends despite potential sector-wide dividend cuts. My 2025 target is $11,000 in annual net dividends (8% growth), with flexibility to raise capital for real estate or travel if opportunities arise.

Seeking Alpha • Jan 5, 2026

Why This $10 Million Antero Midstream Position Isn't Likely Just a Plain-Vanilla Yield Play

The asset management firm acquired 510,000 shares of Antero Midstream in the third quarter. The transaction represents about 1.94% of reported 13F AUM.

The Motley Fool • Jan 4, 2026

My Most Important Warning To Dividend Investors For 2026

The U.S. government is increasingly funding deficits with short-term debt, making interest expenses highly sensitive to Fed policy. A declining average maturity in the sovereign bond index tightens the link between fiscal and monetary policy, amplifying market complexity. Artificially subdued long-term bond supply likely keeps long-term yields lower than they would be with more balanced issuance.

Seeking Alpha • Jan 3, 2026

If I Were To Retire Today, This Is The 20-Stock Portfolio I'd Own

I present a 20-stock model retirement portfolio targeting a balanced 5.6% yield, emphasizing both income and dividend growth. My approach avoids "sucker yields" by focusing on quality, sustainable payouts rather than chasing unsustainable high-yield stocks. The portfolio is diversified across BDCs, REITs, energy, and growth names, with allocations reflecting risk, yield, and income stability.

Seeking Alpha • Jan 2, 2026

These Are Some Of My Favorite Investment Picks For 2026

The market appears expensive, with historical precedent for long periods of low returns after peaks. Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporting a steady long-term outlook. Analyst forecasts for 2026 should be viewed skeptically, as actual outcomes often diverge from consensus projections.

Seeking Alpha • Dec 27, 2025

Energy Is, By Far, My Favorite Sector For 2026

Energy badly lagged this year, and I underestimated how severe the supply glut would be. I was early - but the long-term thesis remains firmly intact. Today's oil prices aren't sustainable. Low prices are forcing discipline, squeezing supply, and creating a rare setup where sentiment and fundamentals are deeply misaligned. With positioning extremely bearish and costs rising, I see energy setting up for a powerful reversal - offering both income and upside for patient investors.

Seeking Alpha • Dec 24, 2025

Infinity Natural Resources Publishes Updated Hedge Positions

MORGANTOWN, W. Va.--(BUSINESS WIRE)--Infinity Natural Resources, Inc. (“Infinity” or the “Company”) (NYSE: INR) (INR) today provided an update on its hedge positions as of December 12, 2025. In the first week following the announcement of the acquisition of Ohio Utica Shale assets from Antero Resources Corporation (NYSE: AR) and Antero Midstream Corporation (NYSE: AM) (the “Transaction”), the Company significantly increased its hedge book to manage commodity price volatility related to the acqu.

Business Wire • Dec 17, 2025

The 5 Dividend Stocks I'd Trust With Everything I Own

I present a concentrated five-stock dividend growth portfolio, balancing growth, income, and diversification across sectors. Texas Pacific Land (TPL), my top pick, offers unique exposure to oil, water, and West Texas land, boasting a 64% net margin and zero debt. GE Aerospace (GE), CME Group (CME), Agree Realty (ADC), and Antero Midstream (AM) round out the portfolio, each selected for structural advantages and resilient cash flows.

Seeking Alpha • Dec 12, 2025

Antero Midstream Announces Launch of $500 Million Offering of Senior Notes

DENVER , Dec. 9, 2025 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream" or the "Company") announced today that, subject to market conditions, it intends to offer $500 million in aggregate principal amount of senior unsecured notes due 2034 (the "Notes") in a private placement to eligible purchasers. Antero Midstream intends to use the net proceeds from the offering, together with borrowings under Antero Midstream Partners LP's ("Antero Midstream Partners") revolving credit facility and the net proceeds from the disposition of all of Antero Midstream's Utica Shale midstream assets (the "Utica Disposition"), to fund the acquisition of HG Energy II Midstream Holdings, LLC from HG Energy II LLC (the "HG Acquisition"), and related fees and expenses.

PRNewsWire • Dec 9, 2025

Antero Midstream Announces Pricing of Upsized $600 Million Offering of Senior Notes

DENVER , Dec. 9, 2025 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream") announced today the pricing of its upsized private placement to eligible purchasers of $600 million in aggregate principal amount of 5.75% senior unsecured notes due 2034 at par (the "Notes"). The offering is expected to close on December 23, 2025, subject to customary closing conditions.

PRNewsWire • Dec 9, 2025