Brett Owens Picks 5 Monthly Dividend Stocks Yielding Up to 18.2%
Updated
Updated · Forbes · Jul 25
Brett Owens Picks 5 Monthly Dividend Stocks Yielding Up to 18.2%
1 articles · Updated · Forbes · Jul 25
Summary
Five monthly dividend stocks highlighted by Brett Owens offer yields up to 18.2% and average 10.6%, which he says could turn a $500,000 portfolio into about $53,000 in annual income.
Healthpeak Properties, Itaú Unibanco, Gladstone Investment, PennantPark Floating Rate Capital and Invesco Mortgage Capital span REIT, bank and BDC income plays, but Owens stresses payout size and sustainability over payment frequency alone.
Healthpeak recently added a $2.1 billion Brookfield joint venture after stronger earnings, while Itaú posted a record $2.5 billion first-quarter profit and roughly 25% return on equity.
Gladstone offers a roughly 6% base monthly yield with possible supplemental payouts, PennantPark reset its dividend structure after lower base rates, and Invesco Mortgage Capital carries the highest yield near 18% despite a history of unstable payouts.
The screen favors monthly payers suited to retirement-income planning, but the report warns that some stocks now trade closer to fair value and that high yields in BDCs and mortgage REITs can come with dividend and book-value risk.