VanEck BDC Income ETF (BIZD)

Blackstone Secured Lending and Morgan Stanley Direct Lending are high-quality BDCs facing potential dividend cuts due to falling coverage ratios. BXSL's fundamentals remain strong, but tight dividend ...

BDCs are in trouble. It is not only interest rates but also other factors such as tight dividend coverage levels, debt-saturated balance sheets, and spread compression that introduce risks. In my view...

Two beaten-down dividend stocks with strong fundamentals are trading at deep discounts. One offers a double-digit yield, while the other combines AI-driven growth with income. Wall Street may be selli...

BDCs have already experienced a notable correction. The sector median P/NAV metric indicates ~12% discount to NAV. Many players are priced even below that.

VanEck BDC Income ETF (BIZD) offers diversified exposure to business development companies, targeting high-yield income for dividend-focused investors. BIZD currently yields 8.7–11.4%, but distributio...

Lock in reliable income with two blue-chip big yields that still trade at bargain valuations. Defensive balance sheets, inflation protection, and AI-driven growth make these picks stand out. In a frot...

AI disruption is happening faster than most expect, with trillions in CapEx reshaping industries and creating huge risks for income investors. BDCs thrive on high yields, but their heavy software expo...

14 BDCs have base dividend coverage levels between 100% and 105%. 16 BDCs have them already below 100%. Given the unfavorable future earnings outlook, a system-wide BDC dividend cutting process is ver...

Interest rates are one of the most important drivers of asset valuations, directly impacting discount rates and valuations. So, as the Fed lowers rates, yield compression occurs, making it harder to f...

The Fed just cut rates. I share a portfolio of 3-13% yielding investments that are well-positioned for the expected impacts of Fed rate cuts. I also share what I am avoiding right now.