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Neil George neil@neilgeorge neilgeorge 01.703.679.7180

Neil George neil@neilgeorge.com www.neilgeorge.com 01.703.679.7180. Don't Fear the Risk of Rising Interest Rates - Embrace It. …. And Learn How to Maximize Your Portfolio's Dividend Yield the Right Way. MORE INCOME, LESS RISK. How?........Work The Reporters. Taking Notes.

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Neil George neil@neilgeorge neilgeorge 01.703.679.7180

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  1. Neil George neil@neilgeorge.com www.neilgeorge.com 01.703.679.7180 Don't Fear the Risk of Rising Interest Rates - Embrace It.…. And Learn How to Maximize Your Portfolio's Dividend Yield the Right Way.

  2. MORE INCOME, LESS RISK

  3. How?........Work The Reporters

  4. Taking Notes

  5. Know Why You Own Stocks • Top Down • Bottom Up • What Will Go Wrong • Types • Cash Cows • Long Haulers • Nibblers

  6. BONDED With REASONS

  7. Lay Of The Land • Drive For Yield • Energy Commodities Mess • Emerging Nations Transitions (China) • EU, Japan, UK Cauldrons • Fed, ECB, BOJ (Negative Rates +/-) • Bond Market Pivots • US/EU Banking Challenges

  8. #1: The Best Of Global DemandFor Bonds • Pimco Strategic Global Government (RCS) 12% Monthly

  9. #2: Real World Corporate Bonds/Preferreds • JMP Group (JMPB) 8.5% • Tele & Data Systems (TDA) 6.0% • Solar Capital (SLRA) 6.9% • Everbank Preferred (EVER) 6.8% • Flaherty & Crumrine Fund (FFC) 9.3%

  10. #3 MUNI MIGHT

  11. What Continues To Work: • Alliance Bernstein Muni Income (AFB) • 6.0% = Taxable Equivalent 9.2% • Blackrock Muni Income Trust II (BLE) • 6.0% = Taxable Equivalent 9.2% • Plus Both On The Cheap…

  12. #4 Collect The Crumbs…Own The Fund Managers

  13. I Like The Funds……And The Manager • Alliance Bernstein (AB) • Partnership • Distribution Yield 9.0%

  14. Cash In On A Fix For Social Security • AMP Limited (AMLTF) • Superannuation • Distribution Yield 7.0%

  15. While We’re Young………..

  16. Better Than Buffett: Compass Diversified (CODI) 9.0%

  17. #5 Still Banking On These Guys? (I Have Another Idea)

  18. Bank Replacement • Blackrock Capital (BKCC) 9.0%

  19. Bank For What’s NextHercules Capital (HTGC) 10.0% Technology Clean tech Life Science Special-Opportunity Lower Middle Market

  20. #6 What Lucy Really Wants For Christmas… • Real Estate

  21. What’s Working & Why • WP Carey (WPC) 6.4% • Government Properties Trust (GOV) 11.0% • Independence Realty Trust (IRT) 9.0% • Extra Space Storage (EXR) 3.0% • MFA Financial • Common REIT (MFA) 11.0% • Notes (MFO) 8.0%

  22. #7 Boring, But Pays

  23. Rural Riches

  24. Consolidated Cash:Consolidated Communications (CNSL) 6.0%

  25. More Cash?...Take The Bus!Student Transport (STB) 8.0%

  26. Neil George neil@neilgeorge.com www.neilgeorge.com 01.703.679.7180

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