488 Plus: Portfolio Trades, Pershing Square USA Follow Up, and CEF Premiums

In Plus episode 488, David reviews changes in his portfolio, including adding a fixed-income bullet ETF, an equity buffer ETF, and increasing his allocation to CLOs.

We discuss why Pershing Square didn’t move forward with its closed-end fund IPO.

Finally, we revisit why it is advantageous for closed-end funds to sell at a premium even though most do not.

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