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73 lines
3.9 KiB
Markdown
73 lines
3.9 KiB
Markdown
# Monthly Dividend Stocks Reference
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Curated list of monthly-dividend-paying stocks and ETFs for US and HK markets. Organized by category for quick screening.
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**Last reviewed**: 2025 (approximate yields — always verify current data via Yahoo Finance or LongBridge before presenting)
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---
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## US — REITs (Real Estate Investment Trusts)
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| Ticker | Name | ~Yield | Profile |
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|--------|------|--------|---------|
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| O | Realty Income | 5-6% | "The Monthly Dividend Company" — 100+ consecutive dividend increases, retail/net-lease REIT, blue-chip |
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| STAG Industrial | STAG Industrial | 4-5% | Industrial/logistics warehouses, e-commerce tailwind |
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| AGNC Investment | AGNC Investment | 13-16% | Mortgage REIT (mREIT) — agency MBS, high yield but high volatility |
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| NLY | Annaly Capital | 12-14% | Mortgage REIT (mREIT) — largest agency mREIT, rate-sensitive |
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| ADC | Agree Realty | 4-5% | Net-lease REIT, essential retail tenants |
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## US — BDCs (Business Development Companies)
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| Ticker | Name | ~Yield | Profile |
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|--------|------|--------|---------|
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| MAIN | Main Street Capital | 6-7% | Quality BDC, monthly dividends + supplemental, steady grower |
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| GAIN | Gladstone Investment | 7-8% | Small/mid-cap BDC, income + capital gains distributions |
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| PSEC | Prospect Capital | 10-12% | High yield BDC, diversified lending, higher risk |
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| SLRC | SLR Investment Corp | 10-11% | Specialty lending BDC |
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## US — Covered Call ETFs (Income-focused)
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| Ticker | Name | ~Yield | Strategy |
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|--------|------|--------|----------|
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| QYLD | Global X NASDAQ 100 CC | 11-13% | Sells ATM calls on QQQ — max income, capped upside |
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| XYLD | Global X S&P 500 CC | 10-11% | Sells ATM calls on SPY — same strategy on S&P |
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| JEPI | JPMorgan Equity Premium Income | 7-9% | ELN + stock selection — lower vol, smoother returns |
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| JEPQ | JPMorgan NASDAQ Equity Premium | 8-10% | NASDAQ version of JEPI |
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| DIVO | Amplify CWP Enhanced Dividend | 4-5% | Blue-chip stocks + covered calls, capital appreciation focus |
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| RYLD | Global X Russell 2000 CC | 11-13% | Small-cap covered call ETF |
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## US — Other Monthly Payers
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| Ticker | Name | ~Yield | Profile |
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|--------|------|--------|---------|
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| SCHD | Schwab US Dividend Equity | 3-4% | Quarterly but frequently requested; quality dividend growth |
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| EPR | EPR Properties | 7-8% | Experiential REIT (theaters, ski resorts, gaming) |
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| LTC | LTC Properties | 6-7% | Senior housing/healthcare REIT |
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## HK — Monthly Dividend REITs
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| Code | Name | ~Yield | Notes |
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|------|------|--------|-------|
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| 0823.HK | Link REIT | 5-6% | Largest HK REIT, retail + office |
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| 0778.HK | Fortune REIT | 6-7% | Community shopping centers |
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| 0405.HK | Yuexiu REIT | 7-8% | HK + mainland China properties |
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| 0435.HK | Sunlight REIT | 7-8% | Office + retail in HK |
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| 1881.HK | Regal REIT | 8-9% | Hotel REIT, higher yield but cyclical |
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| 2191.HK | SF REIT | 5-6% | Logistics/warehouse REIT |
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## Screening Tips
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- **Dividend safety**: Check payout ratio (< 80% is sustainable), consecutive years of increases, FFO/AFFO coverage
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- **mREIT caveat**: AGNC/NLY/RNLY yield 12%+ but are rate-sensitive and can cut dividends during tightening cycles
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- **Covered call trade-off**: QYLD/XYLD maximize current income but sacrifice capital appreciation — total return may lag underlying index
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- **HK REITs**: Hong Kong property market has been under pressure since 2022; yields may reflect distressed valuations (opportunity or trap?)
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- **Best all-rounder**: O (Realty Income) — best risk-adjusted monthly income for most portfolios
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## Fallback Data Sources
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When Yahoo Finance is rate-limited or unavailable:
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1. **LongBridge CLI**: `longbridge quote --json <TICKERS>` (requires valid token)
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2. **Nasdaq API**: `https://api.nasdaq.com/api/quote/<TICKER>/dividends` (Nasdaq-listed only)
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3. **Web search**: Search `<TICKER> dividend yield 2025` for latest data
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4. **StockAnalysis.com**: `https://stockanalysis.com/stocks/<ticker>/dividend/`
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