Unlock the potential of closed-end funds, the only investing vehicle in which individual investors have a competitive edge
From the host and investment expert of the Money For the Rest of Us podcast. Featured in:
Closed-end funds are a little-known investment vehicle ideal for individual investors like us. Given its smaller size, the closed-end fund market isn’t full of institutional investors and bots, meaning we’re not competing against hedge funds and other sophisticated investors to earn a decent return.
And income yields can be 6%, 7%, 8%, 9%, or more! Plus, we get to purchase these attractive investments at big discounts to what they are worth.
But there is a learning curve.
Join David Stein, host of Money For the Rest of Us, in jumpstarting your closed-end fund investment journey with the tactics and knowledge he personally uses.
- What makes closed-end funds so attractive
- How to find closed-end funds selling for big discounts
- How to know whether a closed-end fund’s dividend is sustainable and won’t be cut
- How to trade closed-end funds
- What are the best investment approaches for closed-end funds
- And much more!
Learn and Earn
Our Experience, Your Edge
Through the 90-minute course, host David Stein shares over 15 years of closed-end fund investing experience. These are real tactics he uses to buy and sell closed-end funds in his portfolio.
Knowledge Up, Stress Down
Our courses and materials are designed to help you experience the confidence and peace of mind that come with understanding new ways to diversify your portfolio.
Lifetime access to enduring content that you can use to diversify your portfolios across all stages of your investment journey.
How do we know? Because we use these too.
But don’t just take our word for it. With over 40,000 listeners per episode and 1,200 members, Money For the Rest of Us is a resource people turn to and trust. Go ahead, ask around.
“I enjoy the way David explains how markets and financial concepts work and how to apply common sense ideas to investing. David has a soothing style that interjects thought provoking ideas, concepts and entertaining stories on broader topics that intertwine with life and investing.” – Max Wexler, Plus Member
“David does a great job of summarizing . . . key information and presenting it in a way that can be easily understood. Listening to his reports helps me to filter out a lot of the noise and conflicting opinions that you see in the media and helps me not to panic during temporary downturns!” – Deborah Hilton, Plus Member
“I find that David’s philosophy and approach to managing investments resonate with me and is a useful guide for someone trying to manage their retirement assets.” – Kent Baggett, Plus Member
Through The Ups and Downs, We’re Here with You
Closed-end funds may be a niche investment vehicle, but they don’t have to be exclusive. Investing in closed-end funds is an ideal way for individual investors to generate higher investment income by following simple rules of thumb. We know because we’re investing in them just like you.
We want you to understand how to take advantage of closed-end funds and experience the empowerment and peace of mind that comes from taking control of your investments.
Let’s do it together!
Get lifetime access to this course for just $300!
Not quite ready to join us yet? Here’s a preview of the first lesson so you can see what the course covers:
The Complete Course Includes
Lesson One: Introduction – David makes the case for why you should invest in closed-end funds and how he discovered this niche investment vehicle
Lesson Two: Overview of Closed-End Funds – The history of closed-end funds and how they differ from more popular investment vehicles like open-end mutual funds and ETFs
Lesson Three: Closed-End Fund Pricing – How to know if a closed-end fund is cheap enough so you don’t buy too soon
Lesson Four: Closed-End Fund Distributions – How to know a closed-end fund’s monthly dividends have a low likelihood of being cut
Lesson Five: Closed-End Fund Expenses – What are reasonable management fees for closed-end funds and the good and bad of closed-end fund leverage
Lesson Six: Closed-End Fund Investment Strategies – David shows you the three best ways to invest in closed-end funds, including specific ETFs and funds that invest in closed-end funds
Lesson Seven: Analyzing Closed End Funds – David shows you step-by-step how he decides which closed-end funds to buy and the tools he uses to make those decisions
Lesson Eight: Buying and Selling Closed-End Funds – How to place trades to buy and sell closed-end funds, and how to know when it is time to sell
Lesson Nine: How Closed-End Funds Fit In Your Portfolio – David shows you the four steps to successfully manage your investments and where closed-end fit in your portfolio process
Exclusive PDF Closed-End Fund Investment Guide
We also want to make it easy for you to come back to this information again and again. Included with the course is our exclusive Closed-End Fund Investment Guide, a handy overview of everything covered in the course. It’s the perfect quick reference while handling your own investments.
All for You
We’re serious when we say that investing in closed-end funds can be for anyone. We want to help you take advantage of the high-income, big discount possibilities that come with this investment vehicle.
Investment takes work, but in 90 minutes, you can jumpstart your closed-end fund investment journey by accessing David’s 15+ years of closed-end fund experience.
And it includes the kind of practical strategies that you can return to over and over, at any stage of your investment journey.
- Enduring tactics for positive real returns
- Confidence in managing your own portfolio
- Peace of mind that cuts through the market noise
Why not see what we can help you achieve?
Get lifetime access to this course for just $300!
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