Tag: closed-end fund

Here’s Why Your Index Funds And Bonds Won’t Keep Up Over The Next Decade

| October 16, 2019 | 0 Comments
Here’s Why Your Index Funds And Bonds Won’t Keep Up Over The Next Decade

Now that we have started the 2019 fourth quarter, my thoughts have turned to the new year and new decade starting in 2020. The current stock market bull market started a decade ago (in March 2009) and the average return for the last 10 years has been 40% above the long term average. Investors who […]

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This “Billionaire’s Favorite” (Legally) Snubs The IRS And Yields 5.1%

| October 9, 2019 | 0 Comments
This “Billionaire’s Favorite” (Legally) Snubs The IRS And Yields 5.1%

If you’re like many folks, you might be looking at your stock gains this year and dreading the tax bill headed your way in 2020. That makes now a great time to consider the only (tax-) free lunch in investing: municipal bonds. I’ll name one play on these retirement-changing investments in a moment. This unusual […]

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A 10.6% Dividend (With 156% Upside) Hiding In Plain Sight

| September 30, 2019 | 0 Comments
A 10.6% Dividend (With 156% Upside) Hiding In Plain Sight

We’re going to push aside overdone recession fears today, so I can show you one fund you can buy for triple-digit upside. And this unsung dividend play spins off a big income stream, too: a 10.6% yield. It comes from a sector few people check for high yields: energy. But this investor “blind spot” is […]

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Warning: This 14% Dividend Fails ALL Of My Safety Checks

| August 28, 2019 | 0 Comments
Warning: This 14% Dividend Fails ALL Of My Safety Checks

If you’re like most folks, you likely at least take a second look when you run into a big dividend yield, like, say, 14%. Think about that for a second: drop, say, $100K into a fund like that and just seven years later, you’d have collected enough in dividends to recoup your entire initial stake. […]

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The Fed Cuts, You Gain: An 8.4% Dividend That Grows As Rates Fall

| August 21, 2019 | 0 Comments
The Fed Cuts, You Gain: An 8.4% Dividend That Grows As Rates Fall

The PGIM High Yield Bond Fund (ISD) trades at a huge discount that’s going to disappear soon. Before I explain why, let me tell you something else about this fund: it boasts a huge 8.4% dividend yield. In other words, you’d get $700 per month—or $8,400 a year—in income on every $100,000 invested. And you should consider […]

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2 Big 6.7%+ Dividends (With Upside) You Can Buy Today

| August 14, 2019 | 0 Comments
2 Big 6.7%+ Dividends (With Upside) You Can Buy Today

Volatility is back! With the market whipsawing again, you’re likely seeing more red in your portfolio these days. At times like this, you might be tempted to give in to emotion and sell. That’s understandable—self-preservation is, after all, our most powerful instinct. But keep your nerve. Because now is the time for contrarians like us to get […]

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Buy And Hold Forever? Nope. I’d Sell If You See These 3 Signs

| July 17, 2019 | 0 Comments
Buy And Hold Forever? Nope. I’d Sell If You See These 3 Signs

Members of our CEF Insider service often ask me when they should sell a closed-end fund. The truth is, when it comes to CEFs, it’s easier to know when to buy than when to sell. If the fund is well managed, has a strong track record, is deeply discounted in relation to net asset value, or NAV (another way of […]

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These Huge Dividends (Up To 7.4%) Are Perfect For The Next 6 Months

| July 10, 2019 | 0 Comments
These Huge Dividends (Up To 7.4%) Are Perfect For The Next 6 Months

The trade-war panic is in full retreat—and it’s left us three ridiculously cheap funds set to soar even higher than the market in the coming months. Best of all, we’ll bag some very nice dividends from this trio: I’m talking outsized yields up to 7.4%! Before I show them to you, let’s talk about why the market […]

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Sell These 5 Risky Funds Luring Investors Looking For High Yields

| July 1, 2019 | 0 Comments
Sell These 5 Risky Funds Luring Investors Looking For High Yields

I receive a lot of questions concerning the different investments on closed-end funds (CEFs); particularly the category of high yield investment types. A lot of investors see the yields and monthly dividends and decide to jump into CEFs without understanding what they are buying. You can find several danger signals that will tell when to […]

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Dump These 3 Popular Income Funds Before They Blow Up Your Portfolio

| June 17, 2019 | 0 Comments
Dump These 3 Popular Income Funds Before They Blow Up Your Portfolio

With my focus on higher yield investments, I often receive questions about various closed-end funds. CEFs are actively managed investment pools with shares that trade on the stock exchanges. A lot of these funds carry very attractive yields. The danger is that this is an asset class where it is hard to separate the good […]

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