Ah yes, the 'Big Beautiful Bill.' That glorious, thousand-page Frankenstein monster of economic meddling that promises prosperity on the surface, but quietly ransacks your wallet and sets the Dow to jitterbug. Whether it's tariffs, stimulus splurges, or regulatory rug-pulls, these bills always come dressed in patriotism and exit in inflation. So what’s an investor to do when Washington decides to play Monopoly with real money? You buy income. Specifically, durable, dividend-spitting machines that laugh in the face of macro chaos.
Here are four dividend stocks I'm loading up on while the Big Beautiful Bill rips through the economy like a toddler through wrapping paper.
1. Enterprise Products Partners (EPD): The Toll Booth on Energy
You know what doesn’t care about Congress’s hot mess of a spending spree? Natural gas pipelines.
Enterprise Products Partners is the sort of company that gets paid no matter what. They don’t drill. They don’t frack. They don’t care if oil is $40 or $140. They just own the infrastructure, charge the tolls, and count the cash. Think of them as the Visa of hydrocarbons.
Their distribution yield is currently hovering around 7% — yes, seven — and it’s covered with plenty of cushion thanks to consistent cash flows and a payout ratio that doesn’t flirt with disaster. This isn’t some flaky energy stock that crashes with crude; EPD is the steel backbone of the U.S. energy grid.
The Big Beautiful Bill might light up inflation or slow GDP growth, but America still runs on energy, and EPD still gets paid. Even better, they’ve raised their dividend for 25 consecutive years. That’s not just a track record — that’s a slap in the face to Treasury bonds.
2. Johnson & Johnson (JNJ): The Boring Behemoth We Deserve
When in doubt, buy the Band-Aid company. No, seriously.
Johnson & Johnson may be boring, but boring pays the bills — and the dividends. With a legacy spanning consumer staples, medical devices, and pharmaceuticals, J&J is the Fort Knox of dividend aristocrats. You think rising interest rates or congressional clown shows are going to stop people from buying Tylenol? Or getting hip replacements?
I’m buying JNJ not because it’ll make me rich overnight, but because it’ll quietly compound in the background while Washington throws trillion-dollar tantrums. The dividend yield hovers around 3%, but it’s backed by AAA credit, fortress balance sheets, and an ironclad moat.
Even as they spin off their consumer health division into Kenvue, JNJ remains a powerhouse. Litigation over talc? Been there, priced that. Recession? JNJ yawns. This is one of those rare stocks where I don’t mind being called "conservative." In fact, in today's environment, I call it survival.
3. Realty Income (O): The Monthly Paycheck You Don’t Have to Work For
Let’s talk real estate. No, not overpriced single-family homes or $17 avocado toast rentals in Brooklyn. I mean dependable, commercial real estate that pays you like clockwork.
Realty Income is known as “The Monthly Dividend Company.” Why? Because they pay you every month. Like rent. Like clockwork. Like a glorious capitalist lullaby for your brokerage account.
Their tenants are recession-resistant essentials: convenience stores, pharmacies, and grocery chains. We're talking Walgreens, Dollar General, and 7-Eleven. The kind of places that survive wars, pandemics, and congressional budgets that look like Mad Libs.
Realty Income yields about 5.5% and is structured as a REIT, which means they’re legally obligated to pass most of their income to you. Think of them as your tax-advantaged partner in economic resilience. With interest rates doing the jitterbug, many REITs are out of favor — and that’s exactly why I’m buying. Bargains are born in panic. And O has the track record to prove it.
4. Brookfield Infrastructure Partners (BIP): Owning Civilization Itself
If EPD is a toll booth on energy, Brookfield Infrastructure is a toll booth on everything.
From railroads in Australia to data centers in Europe to utilities in North America, BIP owns the physical arteries of modern life. It’s global, diversified, and deliciously indifferent to political drama. The only thing more reliable than their income stream is Congress's ability to spend money they don’t have.
BIP’s dividend yield floats around 5%, and it’s growing steadily. What I love most? They’re aggressive when it counts. While markets panic over interest rates or debt ceilings, Brookfield shops like a wolf in a butcher shop — buying distressed assets, fixing them up, and squeezing out yield.
They benefit from long-term contracts, inflation-linked pricing, and essential services that governments have to keep online. If that sounds boring, good. Boring is the new sexy.
Why These 4? Because Predictable Cash Is the New Gold
When the Big Beautiful Bill becomes the Big Ugly Budget Hole, you want predictability. You want businesses that can thrive even if the Fed gets vertigo or the yield curve looks like a Slip ‘N Slide.
I’m not buying these four stocks because they’re flashy. I’m buying them because they’re durable. They provide services that can’t be canceled — gas, healthcare, rent, infrastructure — and they send out dividends with Swiss-watch reliability.
Plus, in a world where the 10-year Treasury flirts with irrelevance and CPI numbers spike like bad chili, dividend growth stocks are your inflation-fighting, sanity-saving friends. With EPD, JNJ, O, and BIP, I’m building a portfolio that doesn’t care who’s in office or what budgetary buffet they’re binging on.
Final Thoughts: The Only Bailout You’ll Ever Need Is Your Own Dividend Check
We can't stop politicians from passing massive bills that toss cash around like confetti and pile debt like it’s Black Friday. But we can choose how to protect our capital.
For me, that means owning real assets, real companies, and real income streams. The Big Beautiful Bill may weigh down the economy, but these dividend titans help lift my financial future.
They say money doesn’t buy happiness, but it sure buys a whole lot of sleep when it arrives every month, quarter, and year — no matter how much Congress spends trying to reinvent the economic wheel.
Sleep well. Collect the checks. And let the circus rage on.
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