Dividendology 对 $MPLX 的判断变化

2026-10-01看涨
《How To Build a Dividend Empire in 2027!》
MPLX 已纳入投资组合,上涨 20.5%,收益率约 8.5%,预计未来一年股息增长超过 12% 的势头将持续。

我们还持有 MPLX 股票,它是我过去一年投资组合中新增的标的之一,已经上涨了 20.5%。当我把这只股票加入投资组合时,它的收益率约为 8.5%,这是非常高的收益率,但管理层已经将股息提高了 12% 以上,并宣布在未来一年左右还会继续这样做。

We also have MPLX stock, which is one of the new additions to my investment portfolio over the past year, and it has risen by 20.5%. When I added this stock to my portfolio, its yield was around 8.5%, which is a very high yield, but management has already raised dividends by more than 12%, and announced that it will continue to do so for the next year or so.

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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2026-08-05看涨
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