Dividendology 对 $MPLX 的判断变化

2026-09-02看涨
How Much My Dividend Portfolio Paid Me in August! ($313,000 Portfolio!)
MPLX因高初始收益率(8.5%)、强劲的预期分配增长(12.5%)以及通过至2030年不断增长的可分配现金流每股所维持的可持续股息覆盖率而被低估。

我们有MLX、SPGI,然后我们有万事达卡。MPLX表现非常好,上涨了24.5%。MLX是我投资组合中一个比较罕见的持仓,因为它是一只收益率非常高的股票。事实上,目前的指示收益率大约在7.3%左右,但当我将其加入投资组合时,它更接近8.5%。

事实上,如果我们跳到我的股息仪表板,偷偷看一下这个持仓的收益率成本,你可以看到它大约在8.53%。因此,近期股价的上涨导致初始收益率下降。但再说一次,当我买入时,它的收益率是8.5%。

we have MLX, SPGI, and then we have Mastercard. MPLX has done really, really well. It's up 24.5%. MLX is a somewhat rare addition to my portfolio because it's a very high yielding stock. In fact, the indicated yield as of right now sitting roughly 7.3%, but when I added it to my portfolio, it was closer to about 8.5%. In fact, if we just jump over to my dividend dashboard, go ahead and cheat and look at my yield on cost on this position, you can see it's sitting at about 8.53%. So, the recent run up in share price has caused the starting yield to go down. But again, when I added, it was yielding 8.5%.

2026-08-27看涨
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MPLX提供约7.3%的收益率和强劲的增长(去年约12.5%),其指引支持未来1-2年类似的增长。

MPLX 24.5,

MPLX 24.5,

MPLX 收益率约为 7.3%,

MPLX yielding around 7.3,

而且 MPLX 刚刚经历了惊人的增长。过去一年大约增长了 12.5%,管理层预计这一增长率还将持续大约一两年。作为一只已经高收益的 MLP,他们能实现这样的成绩确实令人印象深刻。

And MPLX has just seen ridiculous growth. Over the last year it's about 12.5% and management is guiding towards that growth rate for around another year or two. It's really impressive what they're able to pull off as an already high-yielding MLP.

2026-08-05看涨
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