Q: How have MLPs recommended in Energy and Income Advisor fared year-to-date? Is there any reason to expect a better performance in 2019?
A: The table “EIA Energy MLP Performance” highlights master limited partnerships recommended in three places: Our Actively Managed Portfolio, the Focus List and the “legacy” portfolios that we continue to track on the EIA website.
For most of this year, we’ve emphasized the Actively Managed Portfolio as our primary source of recommendations. The Focus List dates back further and highlights our best fresh money buys. We also continue to track performance of the three legacy portfolios launched in late 2013: An overall “Model,” the “MLP Portfolio” and the “International Portfolio,” though it’s our intent to eventually phase these out to exclusively focus on the Actively Managed Portfolio and Focus List.
The average year-to-date return through November 30 for all 17 individual MLPs in the table is a loss of -8.4 percent, with an average distribution increase of 11.1 percent. Performance is somewhat better for the 10 on either the Focus List, the Actively Managed Portfolio or both, with a -3.1 percent return and 9.8 percent average distribution increase. That compares to a -3.4 percent return for the Alerian MLP Index, which suffered an average distribution cut of -6.8 percent.
Your complete guide to energy investing, from growth stocks to high-yielders.
In October 2012, renowned energy expert Elliott Gue launched the Energy & Income Advisor, a twice-monthly investment advisory that's dedicated to unearthing the most profitable opportunities in the sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.
Elliott and Roger on Feb. 26, 2019
Balanced portfolios of energy stocks for aggressive and conservative investors.
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
Our assessment of every energy-related master limited partnership.
Roger Conrad’s coverage of more than 70 dividend-paying energy names.