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John Seetoo

Dividend Safety Check: CRED and REIT Income Exposure

Treasury yields near historic highs are squeezing REIT payouts from one side while refinancing costs gnaw from the other, and CRED's three biggest holdings each face that pressure in a different way.

John Seetoo · 3 months ago

Dividend Safety Check: Senior Loan Income with SRLN

SRLN pays monthly income from senior corporate loans and currently yields around 6.5%, but the size of that check is controlled by one outside force that most investors underestimate before they buy in.

John Seetoo · 3 months ago

Dividend Safety Check: INDS and Industrial REIT Income

The industrial REITs and self-storage names inside INDS are telling two very different stories right now, and which one dominates your income depends on knowing exactly where the cracks are forming.

John Seetoo · 3 months ago

PBDC Holders Face a Hard Question About Sustainability

Income investors who own Putnam BDC Income ETF (NYSEARCA:PBDC) just absorbed a meaningful distribution cut. PBDC paid $0.71273 per share in April 2026, down from $0.8251 the prior quarter, a roughly 14% step down.…

John Seetoo · 3 months ago