Dividend Hunter (DH) — Complete Reference

2026-08-07T04:40:28Z 2026-09-07T03:15:32Z trading
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Dividend Hunter (DH) — Complete Reference

Source: Anti-Inflation Dividend Jumpstart, Aug 2026, Jul 2026 newsletters, Current Portfolio, Recession-Proof Report Strategy: High-yield monthly income, inflation-fighting. All stocks report on Form 1099 (NO K-1s).

DH Solo 401(k) Track Record

  • 2.5 years (10 quarters through Q2 2026): +29.2% total return (10%+ annualized)
  • Q2 2026 dividends: 85% higher than Q1 2024
  • Y/Y dividend growth: ~13% avg (first half 2026: 50% y/y — skewed by SLVO)
  • Yield on account: 13.75% (Q2 2026); 10.20% (Q4 2025 exit yield)
  • Key: dividend growth + steady account value growth, not dependent on capital gains

DH Core Picks — Recession-Proof Trio (Trump Purge special report)

1. InfraCap MLP ETF (AMZA)

  • DH's #1 recession-proof pick
  • Since March 2020 bottom: +233% price, +259% with dividends reinvested
  • Dividend growth: +9% (2023), +8% (2024), +11.5% (2025) → now $0.29/month
  • Current yield: 8.4% (from portfolio), 9.61% (from Jumpstart)
  • DH expectation: Mid-teens total returns (half from growing dividend)
  • Mechanism: Midstream energy — pipelines, storage, transport — long-term contracts, stable cash flows
  • Manager: Jay Hatfield, InfraCap. Tactical call options now (not strategic)
  • IRA status: ✅ Already held, $10,893, +178% total return, best performer
  • Note: DH editor owned through the 2015-2020 crash — admits it was "emotionally challenging"

2. Hercules Capital (HTGC)

  • DH's "Buy, Hold, & Retire" BDC
  • Founded: 2003, IPO 2005, internally managed, $3.1B market cap
  • Business: Senior debt loans to VC/PE-backed pre-IPO tech companies
  • Loan yield: 14.4% effective (11-12% coupon + fees)
  • Dividend history: $0.80/yr (2010) → $1.60/yr (current) — doubled in 15 years
  • Supplemental dividends: $0.32/yr extra last 2 years
  • Current yield: 8.2% regular + supplements
  • IRA status: ✅ Already held, $4,180, +56% total return
  • Note: DH portfolio shows -10.31% YTD return — recent price weakness

3. Starwood Property Trust (STWD)

  • DH's longest-held stock — in since first issue June 2014
  • Dividend: $0.48/qtr, 33 consecutive quarters since 2014
  • Yield: ~9.9% at current price (~$19 entry = 8% yield, sweet spot for accumulation)
  • CEO: Barry Sternlicht (billionaire, $60B AUM Starwood Capital, $100M+ personally in STWD)
  • Assets: $26B — only 9% in office loans, diversified across commercial mortgages, residential, infrastructure
  • Distributable earnings: $0.45-0.48/qtr trailing 4 quarters — steady
  • IRA status: ✅ Already held, $8,496, +19% total return
  • DH's assessment: "Like an annuity with a fixed payout"

"Start Out Portfolio" (5 stocks to start with)

Pick In IRA? Notes
HTGC ✅ Hercules Capital
AMZA ✅ InfraCap MLP ETF
KQQQ ✅ Kurv Tech Titans
RITM ❌ Rithm Capital
PFFA ✅ Virtus InfraCap Preferred

CURRENT DH FULL PORTFOLIO (25 tickers)

Stable Dividends: Individual Stocks

Symbol Yield YTD Return In IRA?
CSWC 9.8% +12.0% ❌
HTGC 10.0% -10.3% ✅
MAIN 5.6% -6.3% ❌
MSIF 12.5% -9.1% ✅
PAGP 5.7% +43.3% ❌
RITM 10.1% -4.9% ❌
SFL 7.2% +62.9% ❌
STWD 11.8% -4.6% ✅

Stable Dividends: ETFs and CEFs

Symbol Yield YTD Return In IRA?
AMZA 8.4% +28.2% ✅
BNDS 8.1% +3.4% ❌
FSCO 14.1% -15.2% ❌
ICAP 10.7% +6.3% ✅
NXG 12.8% -3.2% ❌
PFFA 10.1% +0.1% ✅
QVOL 13.3% -4.2% ❌ (replaced QQQI)

Variable Dividends: Individual Stocks

Symbol Yield YTD Return In IRA?
KRP 10.8% +32.1% ❌
ADAM 12.1% +4.8% ❌

Variable Dividends: ETFs and CEFs

Symbol Yield YTD Return In IRA?
FOXY 9.4% -1.3% ❌
KCOP 15.6% +4.3% ❌
KGLD 13.5% -5.3% ❌
KQQQ 17.5% +8.2% ✅
SBAR 13.3% +2.5% ❌
SLVO 27.8% +0.0% ❌
USOI 54.0% +0.5% ✅
WEEI 11.3% +0.4% ❌

Key Portfolio Changes

  • QQQI → QVOL (Jun 2026): DH replaced NEOS Nasdaq-100 with InfraCap active-managed version
  • USOI added (Jul 2026): Crude oil covered call ETN
  • ICAP dividend: +25% YoY, now $0.25/mo
  • NXG dividend: +11% to $0.60/mo
  • ADAM dividend: +17.4% to $0.27/qtr
  • AMZA dividend: +11.5% for 2025, now $0.29/mo

IRA Holdings NOT in DH (~$100K — the drag)

  • YieldMax/Roundhill: YMAG, MSTY, ULTY, HOOW, TSLP, COIW, YETH, GOOW, AMDW, AAPW, AVGW, TSLW
  • SPYT, SVOL, TSPY (other covered calls)
  • PDI, PTY, NLY, CIM+B, PRT, BULL (CEFs)
  • JD, UNH, SOFI, NVO (singles)
  • GMLPF, BMNR, ASTI, ONDS, etc. (micro-caps)

IRA Holdings in DH (9 names, ~$60K)

PFFA, AMZA, STWD, ICAP, QQQI, HTGC, USOI, KQQQ, MSIF

IRA TLI-core (2 names, ~$31K)

VV, VTV — carrying the portfolio (+$19K total return)

Cash Holdings Guidance

Option Yield Notes
Schwab MMF (T-Paper) 3.47% Stable $1
WEEK (Roundhill T-bill ETF) 3.47% Weekly dividends
LQID (Kurv Short Maturity) 5.3% T-bills + options
BulletShares 3yr IG ladder 4.44% Lock yield
BulletShares 3yr HY ladder 6.44% More yield

Alternative Investments (mentioned)

Energea (solar, 7-16%), Ignite Funding (trust deeds, 10%), Connect Invest (notes, 7.5-9%), OneGold (physical PMs)

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