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It's Time To Build Core Holdings In These Blue-Chip Dividend Stocks

May 03, 2022 8:00 AM ETBEP, BEPC, CCI, MAA, MAIN, BEP.UN:CA, BEPC:CA11 Comments


  • The S&P 500 has declined about 15% year-to-date at its intraday worst.
  • With no "light at the end of the tunnel" visible yet for either inflation or interest rates, it is difficult to call a bottom in stock prices.
  • It is during drawdowns like the present one that investors ought to build core holdings from blue-chip stocks that rarely go on discount.
  • I highlight four high-quality dividend stocks that could make great core holdings in a dividend-oriented portfolio.
  • Looking for a helping hand in the market? Members of High Yield Landlord get exclusive ideas and guidance to navigate any climate. Learn More »
A stack of blue poker chips on the table

baona/iStock via Getty Images

Economic weakness, high inflation, and rapidly rising interest rates.

These seem to be the ingredients for a stock market selloff and perhaps also a recession, at least this time around.

Stocks have struggled to gain any momentum this year amid

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This article was written by

Austin Rogers profile picture

Austin Rogers is an REIT specialist with a professional background in commercial real estate. He writes about high-quality dividend growth stocks with the goal of generating the safest growing passive income stream possible. Since his ideal holding period is "lifelong," his focus is on portfolio income growth rather than total returns.

Austin is a contributing author for the investing group High Yield Landlord, one of the largest real estate investment communities on Seeking Alpha, with thousands of members. It offers exclusive research on the global REIT sector, multiple real money portfolios, an active chat room, and direct access to the analysts. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of BEP, CCI, MAIN, MAA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (11)

@Austin Rogers ,
I agree that these are good picks for dependable income (and could be core holdings for anyone using this as an investing criteria). The market was certainly in love with MAA last year....it gained about 85%! All of the apartment REITs look pretty pricey right now. It looks like AVB might be the best value at this time.
When you refer to a core holding, what percentage of your portfolio might a core position be?
Austin Rogers profile picture
@Lean in the direction you want to go It depends on the number of total positions in one's portfolio, which is why I merely say it is a "significantly above-average" weighting.
Marrk profile picture
Thanks for the note.

Long CCI. Long & Overweight MAIN.
Austin Rogers profile picture
@Marrk Happy to be of service!
@Marrk Been adding to MAIN, not overweight yet.
I'm always curious what people consider to be their core holdings & why.
Austin Rogers profile picture
@doug pfister As am I, and yet it rarely gets talked or written about.
DougBodde profile picture
I prefer buying your top ideas, especially if they have descended from where you recommended them. (I mean that as high compliment.)
Austin Rogers profile picture
@DougBodde It is almost a rule that if I publicly proclaim a stock a buy, it will then drop by some amount or another. So buying stocks that have descended from where I recommended them is probably all too frequent an opportunity :)
Dividend_Dawg profile picture
Love MAIN under $40. Just added yesterday. Thanks for the article.
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