Global X MLP & Energy Infrastructure ETF

MLPX

Market cap $3.16B

The war in Iran has sent the energy sector soaring. However, two high-yielding names have been mostly left behind. I detail why I think these could be the most compelling buys in energy right now.

Discover two high-yielding securities that offer a powerful combination of current income and long-term inflation protection. Learn why these specific investments are uniquely positioned to thrive in an AI-driven economy. Explore the robust distribution growth and defensive characteristics that make these "money machines" ideal for early retirees.

Two powerful income machines combine attractive yields with decades of dividend growth. Most investors chase yield or growth but rarely combine both at the same time. This simple combination could quietly transform a retirement income portfolio.

Global X MLP & Energy Infrastructure is a simple midstream energy index ETF. It has seen massive gains YTD, close to 20%. Longer-term returns are strong too, as is dividend growth. Higher prices means more expensive valuations, lower dividend yields, and a worse entry point for newer, prospective investors.

The Global X MLP & Energy Infrastructure ETF is reaffirmed as a buy for investors seeking exposure to North American energy infrastructure amid global turmoil. MLPX offers lower fees (0.45% expense ratio) and faster dividend growth than AMLP, making it a core compounder for U.S. energy export growth. Current geopolitical events, including the Iran conflict and Strait of Hormuz closure, highlight the strategic value of U.S. energy infrastructure and export capacity.

One 7% yielding monthly-paying investment is trading at one of its widest discounts in years. The other quietly yields over 9% and has been growing its payout for five years in a row. While I like both, they also come with risks to keep in mind.

The Income Quintet - BDCs, Midstream Energy, REITs, Preferred Stocks, and Covered Call ETFs - offers a balanced approach to maximizing yield and income safety. I prioritize quality over raw yield, focusing on internally managed BDCs, disciplined midstream operators, select REITs, and actively managed preferred ETFs for sustainable income. BDCs with internal management, like MAIN, command significant NAV premiums, reflecting superior alignment and lower capital costs compared to externally managed peers.

A long-held dividend investing assumption just quietly broke down. One overlooked sector is rewriting the rules on yield and growth. This shift completely changed how I allocate my capital.

Inflation, valuations, and risk are flashing warning signs everywhere. These two undervalued dividend growth machines are built to grow cash flow through chaos. A rare chance to lock in durable high yield before the market catches on.

A golden yield-and-growth combo is something most investors assume they'll rarely find. Defensive income machines keep quietly compounding at double-digit rates. This trio could change how you think about dividend ETFs.