Global X MLP & Energy Infrastructure ETF

MLPX

Market cap $3.62B

I detail the two places where I am putting my biggest bets right now. These 7%+ yielding dividend investments are backed by major macro tailwinds. I also discuss the risks to keep in mind.

Global X MLP ETF and Global X MLP & Energy Infrastructure ETF offer midstream energy exposure but differ structurally and in long-term return profiles. MLPA provides a higher ~7% yield, primarily as a return of capital, but suffers from a ~10% deferred tax liability drag and underperforms in NAV growth. MLPX, with a ~4% yield, benefits from RIC compliance, lower expenses, and broader diversification and has delivered superior long-term total returns versus MLPA.

It is generally prudent to focus on stocks with single-digit yields and steady dividend growth. However, not all 10%+ yields are dangerous. I detail two double-digit yielding income machines that offer strong sustainability without blowing up your portfolio.

A rare window has opened to lock in yields of 5.1–9.1% from two dividend growth machines with substantial growth potential. One pick offers AI-linked growth potential along with very strong dividend coverage. The higher-risk pick offers a 9.1% yield and a projected 10.9% earnings power growth rate through 2030.

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.