Hess Midstream Partners

Alerian MLP ETF

AMLP tracks a market-cap-weighted index of publicly-traded energy infrastructure MLPs in the US.

Agree Realty

Ares Capital

Ares Management

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

VanEck Vectors BDC Income ETF

Blackstone Group

Blackstone Secured Lending Fund

Enbridge

Enterprise Products Partners

Mid-America Apartment Communities

MPLX

Realty Income Corp

Oaktree Specialty Lending

Cohen & Steers Infrastructure Fund Inc

Vanguard Real Estate ETF

Utilities Select Sector SPDR Fund

There are growing risks of a recession hitting due to weakening job numbers, rising unemployment, and weakening consumer spending capacity. We share a portfolio of high-yield stocks that should be able to weather a recession quite well. The yields range from 4.5%-14%.

Big Dividends From A Recession-Resistant Portfolio

Fidelity MSCI Utilities Index ETF

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

iShares U.S. Utilities ETF

Neuberger Berman Carbon Transition Infrastructure ETF

Engine NO 1 Transform Climate ETF

VanEck Vectors Uranium+Nuclear Energy ETF

Range Nuclear Renaissance Index ETF

SPDR MSCI USA Climate Paris Aligned ETF

Reaves Utilities ETF

Vanguard Utilities ETF

The “juice” in the article title does not refer to orange juice futures like in the classic film “Trading Places,” but electricity. Reuters recently reported that at the power auction for the U.S.'s largest electrical grid operator, PJM Interconnection, prices soared 800% from $269.92 megawatts per day from $28.

Disruptive Theme of the Week: Where's The Juice?

Alerian Energy Infrastructure ETF

UBS ETRACS Alerian MLP Infrastructure Index ETN Series B

Summary MLPs/midstream are not particularly rate sensitive but could see some benefits as interest rates move lower. With fixed income yields moderating, investors may decide to look to MLPs/midstream for income when making new allocations.

Can MLPs/Midstream Benefit From Lower Interest Rates?

Natural gas liquids (NGL) production is a significant growth opportunity for Enterprise Products Partners (EPD). The midstream energy company has seen continued growth in natural gas and NGL production in the Permian.

Enterprise Underscores Continued Growth in NGL Production in Permian

While midstream earnings ramp up next week, many announcements of second-quarter distributions have already surfaced. Half of the companies in the Alerian MLP Infrastructure Index (AMZI), tracked by the Alerian MLP ETF (AMLP), have declared distributions for the second quarter.

Here's What We Know About Midstream Q2 Distributions

First Trust North American Energy Infrastructure Fund

Global X MLP ETF

Many investors have recently looked to VettaFi's Head-To-Head ETF Comparison Tool to compare energy infrastructure ETFs: the Alerian MLP ETF (AMLP) and the First Trust North American Energy Infrastructure Fund (EMLP). While both funds offer exposure to the energy infrastructure space and boast similar tickers, the funds are very different.

How EMLP Stacks Up to Other Energy Infrastructure ETFs

Alerian MLP ETF has steadily appreciated past pre-pandemic levels, generating large amounts of yield for shareholders. The AMLP ETF has outpaced the risk-free rate of return with its dividend yield and is expected to continue growing its dividend. AMLP could continue to appreciate as demand for energy grows, supermajors increase production, and MLPs see increased demand for their services.

AMLP: Own The Basket Of Midstream Operators And Yield 7.25%

Summary Many interstate liquids pipelines follow the FERC's Oil Pipeline Index, which sets the ceiling for rate adjustments that can be made each July 1. Pipelines tracking the index were able to increase their rates by up to 1.

FERC's Oil Pipeline Index and Rising Pipeline Rates

Energy infrastructure is growing and high yielding despite green initiatives. Alerian MLP ETF focuses on midstream energy infrastructure with a portfolio of 14 holdings. The AMLP ETF outperforms peers, offers lower volatility, and has a 7.3% yield, but legislative changes could pose risks.

AMLP: A Great Mid-Stream Play

Many investors are considering an allocation to an MLP ETF as the segment continues to offer generous income and compelling returns. The two largest MLP ETFs have important differences that investors should consider before investing in either fund.

AMLP and MLPA: Which MLP ETF Is Right for Your Portfolio?

U.S. energy production surpassed U.S. demand by a record amount last year, highlighting the need for growing exports. The U.S. has been energy independent since 2019, when it exported more energy than it imported for the first time in decades.

Midstream to Benefit From Growing Energy Exports

Energy Transfer LP Unit

Hercules Capital

Main Street Capital

Morgan Stanley Direct Lending Fund

Blue Owl Capital Corp III

W. P. Carey

Generating tax-efficient high yields is a major priority for many retirees. This article draws on three defensive sectors to build a tax-friendly portfolio. I share some of my favorite retirement income picks to build an 8%-yielding portfolio that should grow its payout at or faster than the rate of inflation.

8%-Yielding Tax-Free Portfolio For Retirement Passive Income

Brookfield Asset Management

Brookfield Corp

Patria Investments

Schwab US Dividend Equity ETF

Every now and then the market offers up some fat pitches. Recently, the market has produced several opportunities that offer the rare combination of high yield and high growth, alongside having a strong balance sheet and significant competitive advantages. I share three of these highly compelling opportunities.

High-Growth High-Yields: The More They Drop, The More I Buy

Virtus LifeSci Biotech Products ETF

Roundhill Magnificent Seven ETF

Valkyrie Bitcoin Miners ETF

We have highlighted four top-performing ETFs from different sectors that have led the way in June.

4 Best-Performing Sector ETFs of June

Invesco QQQ

QQQ has been the main focus of speculative fervor in AI stocks. However, sophisticated investors will focus on the Natural Gas pipeline companies. In any gold rush, picks and shovels plays are always the enduring winners.

2 Ways To Participate In The AI Gold Rush

Global X SuperDividend US ETF

SPDR S&P 500 ETF Trust

High-yield stocks have underperformed in recent years. However, there has been meaningful good news recently that suggests that high-yield stocks may outperform moving forward. We discuss these reasons and also share some of our top picks of the moment.

Very Good News For High Yield Stocks

Equity income strategies remain in high demand in an environment of heightened macro risks. Income investors seeking to enhance income portfolio diversification or increase potential yields shouldn't overlook midstream.

Why Midstream Belongs in Your Income Portfolio

On this week's episode of ETF Prime, host Nate Geraci spoke with Stacey Morris, CFA, head of Energy Research at VettaFi. Morris and Geraci discussed the energy sector's performance and how artificial intelligence may affect it.

ETF Prime: Stacey Morris on Energy Sector Performance and More

Midstream investing has had a strong showing so far in 2024. And investors are now wondering how the rest of the year will fare.

Companies Expected to Excel in 2024 Midstream Mid-Year Outlook

The buzz around artificial intelligence continues unabated heading into the second half of 2024. A potentially overlooked area of opportunity to harness the impact and increased adoption of AI lies within midstream.

Midstream an Overlooked Beneficiary of the AI Boom

Alerian MLP ETF focuses on energy infrastructure MLPs, offering high yields attractive to income investors. AMLP avoids K1 tax forms, issuing 1099-DIV forms instead, making tax filings simpler for investors. Potential for upside in AMLP due to Federal Reserve rate cuts, M&A activity, and high dividend yield.

AMLP: I'm Buying Every Dip On This Near 8% Yielder

Pacer US Cash Cows 100 ETF

iShares Core High Dividend ETF

Amplify Natural Resources Dividend Income ETF

Invesco S&P 500 High Dividend Low Volatility ETF

VictoryShares Free Cash Flow ETF

Oil fell to four-month lows last week, a reminder that energy investing comes with risk, not just reward.  “OPEC+ production cuts were extended as expected, but incremental voluntary cuts from select countries are set to start unwinding in October,” explained Stacey Morris, head of energy research at VettaFi.

Where to Turn for Stability in Energy Sector

The energy sector has been one of the more solid nontechnology performers this year. The group often languishes in the summer months.

Energy Stocks Can Extend Bullish Ways

Amgen

Blackrock Inc

Camden Property

Cisco Systems

Chevron

Coca-Cola

Lockheed Martin

ONEOK

PepsiCo

Pfizer

TC Energy

Texas Instruments

Verizon

Warren Buffett once opined on how to live off of dividends in retirement. We discuss a simple way to follow his advice on this. We also share how to further enhance the yield on this portfolio while still generating strong dividend growth and keeping risk low.

A Simple $1 Million Passive Income Portfolio For Retirement

Investing in midstream master limited partnerships (MLPs) can provide portfolios with a wide variety of benefits beyond exposure to the energy industry. Stacey Morris, VettaFi's head of energy research, participated in VettaFi's recent 2024 Alternatives Symposium.

News for Alerian MLP ETF ETF (AMLP)