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

Catch These Rebound Picks - Earn Double-Digit Yields For Your 2026 Cash Machine

High Yield vs. Dividend Growth: Starting with a high yield (even after a cut) often produces more total cash flow than a low-yielding "growth" stock. The "Bottom" is In: Both companies have a history of paying out nearly 100% of earnings, meaning unitholders capture the full benefit as earnings recover. Buy the Pessimism: Entering post-cut allows you to lock in double-digit yields at prices far lower than they will be when distributions start rising again.

Seeking Alpha • Jan 2, 2026

3 mREIT Stocks to Keep on Your Radar Amid Challenging Industry Trends

While the improving mortgage market trend is likely to support the Zacks REIT and Equity Trust industry, companies like ARI, EFC and NREF are poised to gain.

Zacks Investment Research • Dec 31, 2025

ARI vs. LADR: Which Stock Is the Better Value Option?

Investors interested in stocks from the REIT and Equity Trust sector have probably already heard of Apollo Commerical Finance (ARI) and Ladder Capital (LADR). But which of these two stocks offers value investors a better bang for their buck right now?

Zacks Investment Research • Dec 31, 2025

ARI: A Rebuilt Credit Book Trading At A Legacy Discount

Apollo Commercial Real Estate Finance now boasts a senior-heavy, floating-rate loan book with improved underwriting and a 7.7% unlevered yield. ARI's dividend is well covered by distributable earnings, supported by capital recycling, wider spreads, and a shift to higher-coupon loans post-2022. Legacy distressed assets are being resolved, with clear monetization paths and REO assets now generating cash flow and targeted for sale by 2026.

Seeking Alpha • Dec 17, 2025

Seize The Moment: 'Double-Digit Dividends' That Are Flashing Buy Signals

Avoid the "expensive is good" trap; commercial mREITs are deep bargains. The sector slump is reversing as loan originations are ramping up. Buy the bargain bin cash flow before Wall Street flips sentiment.

Seeking Alpha • Dec 17, 2025

ARI or LADR: Which Is the Better Value Stock Right Now?

Investors interested in REIT and Equity Trust stocks are likely familiar with Apollo Commerical Finance (ARI) and Ladder Capital (LADR). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • Dec 15, 2025

Apollo Commercial Real Estate Finance, Inc. Declares Quarterly Common Stock Dividend

NEW YORK, Dec. 09, 2025 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company”) (NYSE:ARI) today announced the Board of Directors declared a dividend of $0.25 per share of common stock, which is payable on January 15, 2026 to common stockholders of record on December 31, 2025.

GlobeNewsWire • Dec 9, 2025

Are Finance Stocks Lagging Apollo Commercial Real Estate Finance (ARI) This Year?

Here is how Apollo Commerical Finance (ARI) and Banco Comercial Portugues S.A. Unsponsored ADR (BPCGY) have performed compared to their sector so far this year.

Zacks Investment Research • Nov 27, 2025

The Dark Side Of REIT Investing

I invest most of my capital in REITs. Even then, I'm bearish on a lot of them. This is a sector in which you need to be very selective to succeed.

Seeking Alpha • Nov 15, 2025