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The portfolio delivered a trailing 12-month yield of 9.42% expense and an annualized return (CAGR) of 14.67%, outperforming the S&P500 with 20% lower volatility. This strategy is designed for retirees who want high, consistent income and reduced volatility without sacrificing long-term growth opportunities.
The debt-to-earnings ratio of private BDCs is 0.94x, which provides equal access to additional capital (debt) to meet redemptions in the event that it is impossible to repay the natural loan. Similarly, based on recent examples, it is clear that there is a “NAV-aligned” market for selling portfolio components (without fire sale discounts). In a worst-case scenario, separate asset managers can step in with the necessary firepower.
On the surface, investing in stocks looks pretty easy: just buy a diversified portfolio of stocks that pay attractive dividends and then sit back, relax, and let the dividends flow. However, the truth is that dividend investing is not that easy, as there are many landmines that can quickly destroy your income stream and wealth if you are not careful.
Volatility is increasing in the market, and we are seeing the market react to global events, which by definition are unpredictable. Will the market crash? Definitely. It’s as inescapable as asking if it’s going to snow in Alaska. Will it happen in 2026? That is a very difficult question to answer.
If long-term rates remain high, ELS’s rate of return will likely be driven largely by the dividend and mid-single digit AFFO growth per share. It wouldn’t mean dead capital, given its valuation, yet it could result in single-digit annual returns.
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