Tag: CEF

Why You Need To Invest In Closed-End Funds

| August 30, 2017 | 0 Comments
Why You Need To Invest In Closed-End Funds

By now you probably either invest in closed-end funds (CEF) or have heard more folks talking about them. There’s a good reason why: dividends! With 10-Year Treasuries yielding around 2.3% and your typical S&P 500 stock paying even less—just 1.9%—there’s a very good chance none of the folks you know are clocking dividends that can even beat […]

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This Popular Fund Just Cratered 13% … And It Will Go Lower

| July 17, 2017 | 0 Comments
This Popular Fund Just Cratered 13% … And It Will Go Lower

Something tragic happened at the start of this month—but it’s such a familiar tragedy that no one should have been surprised. If you held the PIMCO CA Municipal Income III Fund (PZC), however, I bet you were surprised—and now you might be panicking. A closed-end fund (CEF) that was soaring for months all of a sudden crashed, going from […]

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7%+ Yields Ahead: Your Smartest Contrarian Play For The Rest Of 2017

| May 31, 2017 | 0 Comments
7%+ Yields Ahead: Your Smartest Contrarian Play For The Rest Of 2017

If you feel good because your S&P 500 index fund has taken off like a rocket in 2017, you may not want to read this article. Because the S&P 500 is, in fact, not doing well this year—at least not compared to its peers. Don’t believe me? Take a look at the SPDR S&P 500 […]

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5 High-Yield CEF ETFs For Tactical Income Investors

5 High-Yield CEF ETFs For Tactical Income Investors

These ETFs of closed-end funds are not for everyone. But those who dive in will enjoy yields in the 6%-7% range. Many investors are making the right choice to build their core portfolios around low-cost, liquid and diversified exchange-traded funds (ETFs) geared towards dividend paying stocks and bonds. These funds provide transparent exposure to a broad […]

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Yellen Just Slapped A “Buy” Rating On These 8% Yields

| March 27, 2017 | 0 Comments
Yellen Just Slapped A “Buy” Rating On These 8% Yields

As recently as last week, many high quality closed-end funds (CEFs) were being neglected thanks to the headline worry that higher rates would hurt them. That nonsense stopped abruptly when Fed chair Janet Yellen basically slapped a “Buy” rating on the entire sector! Her dovish outlook was taken as a cue that CEF investors could […]

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14 Funds That Crush Vanguard And Yield Up To 11.9%

| March 20, 2017 | 0 Comments
14 Funds That Crush Vanguard And Yield Up To 11.9%

Vanguard is killing it. They’re now the biggest money manager in the world, with a whopping $4 trillion in assets under management. It’s a feel-good story for a lot of investors, since the low-fee index fund juggernaut has marketed itself as the humble alternative to the high-rolling Wall Streeters who have become the target of […]

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Closed-End Bond Funds Are Ripe For The Picking

Closed-End Bond Funds Are Ripe For The Picking

You really can’t beat getting a dollar for 90 cents. Unless, of course, you manage to find one for 85 cents. While deals like that really shouldn’t exist in the real world, they’re actually pretty common in the closed-end fund (CEF) space. And today, some of the best bargains can be found among the safest […]

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High Yield Closed-End Funds With 15% Price Upside

| October 10, 2016 | 0 Comments
High Yield Closed-End Funds With 15% Price Upside

Closed-end funds (CEFs) are finally starting to get their due attention as the yield machines they are. Some can still be purchased at a steep discount to their net asset values (NAVs) – which means you can buy the underlying assets for $0.90 on the dollar, or less. Last week we discussed how to select […]

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The Best 7% Yields For A Scared Fed

| October 3, 2016 | 0 Comments
The Best 7% Yields For A Scared Fed

If you feel trapped grinding out dividend income at 3% or so, listen up. The Fed’s latest “no hike” call has provided big 7% to 9% yields with the “all clear” signal for another year or two, at least. In a world where a million bucks worth of dividend aristocrats will only net you about […]

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