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This is a free preview, but normally, actionable articles are only for Pro Members (and up).
A Quick Note To Clarify And Remove Confusion
Back in DK times, I promised to be 100% transparent about my personal portfolio, because a lot of people liked that idea.
I have continued that at GNG, but let me be very clear that this article was NOT an “actionable” source of ideas for GNG members to “mirror my portfolio” in any way.
Other than with NVDA, EPD, MRK, and MELI as top ideas right now.
The entire article was meant to provide a look into the earliest days of GNG so that anyone wondering “Why Adam changed ZEUS so much for 2026” could have an answer.
An Update About GNG And Articles Going Forward
I am grateful for all the feedback we get from members, and one question I get a lot is, “Where are the actionable idea articles that we used to get at DK?”
Let me be very clear: GNG Research is 100% committed to delivering the same high-quality income-focused articles and tools that we had at DK, plus a lot more.
The reason that I haven’t been able to do screening articles yet is that we are still finalizing the backend systems. Please understand that Dividend Kings represented 6 years of tool building. When we left Seeking Alpha, we lost access to those tools.
We have to rebuild tools that took 6 years to build the first time, AND also build out the entire website infrastructure, in just 3 months.
To give you an idea of the scale: The GNG Research platform currently runs on over 1 million lines of code. Normally, a project of this magnitude takes a team of 20 developers 18 months to build. My co-founder Connor did it in 3 months.
Seeking Alpha’s scaled-back tech support team is larger than our entire company.
It’s a massive undertaking, but our scrappy team is crushing it.
I used to be able to crank out a daily “5 Best High-Yield Blue Chips” article because the system was already built. Right now, I am helping build the system while writing the articles.
We’re bringing on more analysts to provide more actionable recs (Glenn is working 60 hours per week now), and we’re excited to be bringing on a new high-yield analyst in the next few weeks. By the end of 2026, we’ll be a team of 10 people and advanced algos, ensuring you get 10 actionable articles per week.
Thank You To All GNG Members For Your Support and Patience
We started as two guys and an idea. We are now a company with momentum. Your feedback is critical to helping us rebuild faster and better. We will never stop working to be worthy of your trust, support, and loyalty.
And without further Adieu, here is today’s actionable article.
The 5 Highest Yielding Dividend Aristocrats For January
Please remember that since we lost access to the DK systems, I am having to manually screen these aristocrats and then am providing the FAST Graphs, focusing on 2026 return potenital.
I assume that people want “actionable” as in “This year”.
But I’m also providing the 2027 and 2028 FAST Graphs, so you can see what kind of return potential fundamentals justify in the short-term.
Enterprise Products Partners (EPD): The 6.9% Yielding King Of Midstream Safety
One of 3 dividend aristocrats in the midstream space.
The only A-credit rating in the industry.
40% Upside Potential In 2026 Is Why Ultra ZEUS Owns EPD As Its High-Yield Defensive Holding
24% CAGR Upside Potential Through 2027 Makes EPD A Buffett-style “Fat Pitch”
20% CAGR Upside Potential Through 2028 Makes EPD “Buffett-like returns from a blue-chip bargain hiding in plain sight.”
Enbridge (ENB): The 6.1% Yielding Oldest Midstream Also Has The Best Dividend Streak
31 year dividend growth streak.
Over 70 years of uninterruped dividends
Huge Fan Of ENB BUT Short-Term Return Potential is Modest (10% In 2026)
Steady 10% Return Potenital Through 2027
Steady 10% Return Potenital Through 2028: Historical Market Returns With Minimal Risk
ENB isn’t a bad option, especially if you’re looking for a 6+% very safe yield, however, there are much better alternatives, even if they don’t necessarily yield as much.
NNN REIT (NNN): The 5.9% Yielding Unsung Hero Of REIT Aristocrats
35-year dividend growth streak.
From a Triple Net Lease REIT that few investors have ever heard of.
7X smaller than Realty Income But A Solid Alternative
Slow Growth BUT 51% Upside Potential In 2026
Peter Lynch-Like 27% CAGR Potential Through 2027
Buffett-Like 19% CAGR Return Potenital Through 2028
A slow growth aristocrat like NNN isn’t going to deliver Mag 7 like returns indefinately, but if you buy it at a strong enough historical discount then you can indeed achieve Buffett-like “magica'l” like returns, 100% justified by fundamentals.
Realty Income (O): One Of The Oldest REITs In America Yields A Very Safe 5.6%
An Nvidia like 46% return potential for 2026
Buffett-like 25% CAGR potential through 2027
Buffett-like 18% CAGR return potenital through 2028
Federal Realty Trust (FRT): The Only Dividend King In REITdom (57 Year streak)
56% Upside Potential In 2026 Is The Highest Among Aristocrats
56% Upside Potential In 2026 Is The Highest Among Aristocrats
31% CAGR Upside Potential Through 2027 Is Peter Lynch-Like
21% CAGR Total Return Potential Through 2028
OK, so that’s short-term return potential. But what about retirement planning? How can these aristocrats help with that?
Monte Carlo Simulations For The Next 10 Years: Inflation-Adjusted Retirement Planning
1.25% quarterly withdrawal (5% yield paid quarterly)
What if you take all 5 aristocrats and invested a hypothetical $1 million into them and then extract the quarterly 1.25% dividend yield?
What if you want to know the probability that this portfolio goes up 50% in value in the next decade, despite the 5% annual withdrawals (of the dividends)?
That’s where the power of our new tools comes in.
The power of these undervalued aristocrats to generate strong returns is evident, especially over the next decade. But what’s really impressive is the $66,263 average annual income they let you generate with 5% dividend withdrawals.
Remember our goal? Turn $1 million into $1.5 million over a decade despite taking out over $600K? The probability of that is almost 50%.
The most-likely final value of this portfolio is a 40% gain after 10 years, despite taking out almost $700K.
The probability of seeing your portfolio decline from the starting value is just 32%, meaning a 68% chance of gaining wealth despite steadily rising quarterly income.
I just learned that the upside and downside capture ratios here are not the same as what I’m used to. It means the average return in a positive outcome, vs the average return in a negative outcome.
In other words, over the next decade, if the portfolio loses money, the average decline is 33% (including withdrawals), and when the portfolio increases in value (most of the time), the average gain is 129%.
3.9:1 reward/risk ratio, which is excellent.
The way to read this is that in the bottom 25% of outcomes, the average portfolio value after 10 years is down 13% to $868K, and in the top 25% of outcomes, it’s more than doubled to $2.2 million.
The most likely outcome is a 40% gain, or $1.4 million, a $400K increase in wealth despite almost $700K in withdrawals.
Bottom Line: Still Plenty Of High-Yield Bargain Opportunities Out There
I know a lot of investors are uncomfortable with the way the stock market has become obsessed with AI.
Even I’m tired of it, and it’s my job to understand how to harness it for my family’s future!😉
But the good news is that old school value investors who are just looking for safe income can harness companies like EPD, ENB, NNN, O, and FRT to create a very safe 5% yielding income stream and then not just live off that income in retirement, but even grow steadily richer (because of the growth in the underlying company cash flows).
What About BTI & MO?
Just as I finished this article (after a very long and tiring day), I realized that, having been screening these aristocrats from memory, I forgot about the tobacco legends, MO, and BTI. I apologize for that.
I’ll make sure to include them in a future article…in fact, given my really tight schedule tomorrow? When I only have about 2 hours for articles because of a doctor’s appointment and 2 meetings, I’ll make tomorrow’s article about Altria, British American, and Philip Morris, a short update to see how all 3 are doing and whether or not investors should be excited about their prospects in 2026 and beyond.