The Infrastructure Capital Bond Income ETF (BNDS) is presented as a primary investment opportunity offering an 8% yield with significantly lower volatility than peers, making it attractive for income-focused investors.
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Index-Crushing 8%-Yielding Monthly Dividend To BUY
Samuel Smith - Dividend InvestingMar 15, 2026
The video features an interview with Jay Hatfield of Infra Cap Partners discussing the Infrastructure Capital Bond Income ETF (BNDS). The ETF focuses on bonds with an 8% yield and lower volatility compared to preferred stocks or high-yield bond ETFs like JNK. Hatfield highlights the fund's active management strategy, which involves deep credit analysis to find mispriced credits, a bias towards asset-intensive businesses, and a focus on public companies. The discussion also touches on the fund's monthly dividend payouts, slight dividend growth, and concentration in top holdings, with Hatfield emphasizing the de minimus credit risk in these positions.
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