The Smartest Dividend Stocks To Own For What's Coming

Jul. 06, 2025 7:30 AM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 46 Comments

Summary

  • Asking 'why' repeatedly is crucial for investors to understand the root causes of macroeconomic shifts and avoid being blind sided by market disruptions.
  • The current U.S. policy shift favors growth over inflation control, increasing risks of higher inflation and short-term debt refinancing challenges.
  • Given these risks, I recommend increasing exposure to real assets, REITs, and cyclical value stocks for inflation protection and potential outperformance.
  • My approach is not to overhaul portfolios, but to enhance risk/reward by strategically adding assets that benefit from pro-growth, inflationary environments.
  • Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More »

Unrecognizable mature man holding US Dollar bills

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Young Avi asks his grandfather, “Zayde, why do Jews always answer a question with a question?” Zayde chuckles, “Why shouldn’t we? You think goyim have a monopoly on curiosity?” Avi blinks, “But why?” Zayde sighs, “See, now you’re getting it—keep asking, you’ll be a rabbi or a lawyer by

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This article was written by

43.23K Followers

Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.

As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of TPL, LB, UNP, CP 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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