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4 ASX Shares For An Income Portfolio

Looking for the ASX’s best dividend shares? Consider BHP Group (ASX:BHP), National Australia Bank Ltd (ASX:NAB), Transurban Group (ASX:TCL) and Sydney Airport (ASX:SYD).

In a world of near rock bottom interest rates, term deposits are unlikely to provide you with the income you may require. Here are four ASX dividend shares to fill the void.

Sydney Airport Holdings Limited (ASX: SYD)

The company operates the Kingsford Smith airport in Sydney on a 99 year lease from the government. It’s an extremely high quality asset that provides a defensive stream of earnings and is likely to be somewhat resistant to any economic downturn. This is a large reason why shares have been soaring higher in recent years as interest rates have been crashing to record lows.

I would expect the share price to come under significant selling pressure if interest rates were to go up. However, I think that is extremely unlikely in the short to medium term with rates much more likely to go down further before reversing higher — if at all.

The current dividend yield of 4.7% is appealing for income hungry investors.

Transurban Group (ASX: TCL)

The toll road operator has some high-class assets in its portfolio. The largest is Citylink in Melbourne which accounts for one third of all toll revenue made by Transurban.

Toll revenue has steadily grown over the past decade and allowed the company to continually increase its dividend to shareholders.

Despite the Transurban share price running extremely hard over the past 12 months the dividend yield is still a very strong 4%. The valuation may be starting to look a little stretched at this point, but with interest rates set to go even lower there may be room for more price growth yet.

BHP Group Ltd (ASX: BHP)

Mining companies don’t often make for good income stocks but BHP is an exception to the rule. Unlike most ASX mining shares BHP is actually profitable.

The company is well-diversified within the mining space and benefits from the enormous scale of its operations.

The boom years may well be long over (for now) but BHP is still churning out strong profits and paying out lucrative dividends to investors. At the current share price BHP trades on a historical dividend yield of 5.4% which stacks up very well against some of the banks and popular industrial shares on the ASX.

National Australia Bank Ltd (ASX: NAB)

One of Australia’s big four banks, NAB was recently in the news after announcing an additional $1.68 billion in charges relating to remediation following the Royal Commission and also in relation to its software capitalisation policy.

This recent news may place pressure on the dividend and investors reacted to the news last week by pushing the share price down by more than 5% in a matter of days.

Whilst a cut to the dividend is a risk, the recent weakness in the NAB share price may provide an opportunity for income investors.

NAB shares currently trade on a dividend yield of 6.5%, making it one of the highest dividend paying shares on the ASX.

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At the time of publishing, Luke has no financial interest in any companies mentioned.

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