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You are here: Home / Tools / Step-by-step Example of Finding and Buying A Closed End Fund

Step-by-step Example of Finding and Buying A Closed End Fund

This lesson show a step-by-step example of finding and buying a closed end fund.

  • Asset Allocation and Portfolio Tools
    • 1: Investment Vehicles
      • Getting Started
      • Overview of Investment Vehicles
      • Exchange Traded Funds (“ETFs”)
      • Exchange-Traded Notes (“ETNs”)
      • Open-end and Closed-end Mutual Funds
      • Selecting A Brokerage Account
    • 2: Asset Classes
      • Common Stocks
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      • High Yield Bonds
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    • 3: Return and Risk Assumptions
      • Return and Risk Assumptions Overview
      • Global Equity Market Expected Returns
      • Global Fixed Income Expected Returns
      • Income Strategies Expected Returns
      • Additional Assets Expected Returns
      • Asset Class Risk Assumptions
    • 4: Choose An Asset Mix
      • How To Choose An Asset Mix
      • Categorizing Your Portfolio Spreadsheet
      • Retirement Planning Calculator
      • Retirement Spending Calculator
      • Asset Allocation Model (Spreadsheet)
    • 5: Investment Conditions and Strategy Report
      • Investment Conditions and Strategy Report Overview
      • Current Investment Strategy Report
  • How To Invest In Bonds
    • The Bare Minimum
      • The Bare Minimum – Bond Basics
      • The Bare Minimum – Yield To Maturity
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      • Funds versus Individual Bonds
    • Interest Rates
      • What Determines Interest Rates – Part One
      • What Determines Interest Rates – Part Two
      • What Determines Interest Rates – Part Three
    • Sectors and Strategies
      • Corporate Spreads and Default Rates
      • Estimating Longer-term Default Rates
      • Interest Rate and Yield Curve Strategies
      • Fixed Income Sectors
  • Smart Beta and Factor Investing
    • Introduction
      • Enhancing Returns Using Smart Beta and By Adjusting Factor Exposures
    • Smart Beta Value
      • Smart Beta: Value Investing
      • Example Smart Beta Value ETFs
    • Smart Beta Momentum
      • Smart Beta: Momentum Investing
      • Example Smart Beta Momentum ETFs
    • Smart Beta Low Volatility
      • Smart Beta: Low Volatility Investing
      • Example Smart Beta Low Volatility ETFs
    • Smart Beta Implementation
      • How To Implement Smart Beta Strategies
      • Smart Beta Investment Conditions

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