David reviews his performance record of investing in debt and convertible-focused closed-end funds, noting that most closed-end funds often fall short of their distribution yields due to price declines. We also look at the risk of the DoubleLine Total Return Bond fund (DBLTX), and analyze the new DoubleLine MultiSector ETF (DMX). … [Read more...]
How to Invest in Closed-End Funds
What are the characteristics of closed-end funds (CEFs) and how can you identify attractive candidates to earn a profit with closed-end fund investing ARTICLE TABLE OF CONTENTS (Skip to Section) What Are Closed-End FundsDifferences Between Open-end Mutual Funds and Closed-end FundsOpen-End Mutual Funds vs. Closed-End Funds ChartWhat is Net Asset Value?Closed-End Fund Discounts and PremiumsLeverage Closed-End Fund ExpensesHow To Analyze A Closed-End FundThe Ideal CEF Purchase … [Read more...]
252 Plus: May 2019 Mid Month Update and a Closed End Fund Income Factory
In Plus episode 252 for the week of May 18, 2019, we look recent market and economic trends in light of the heightened trade war. We review how closed-end funds work in the context of a member's question regarding investing in the Templeton Global Income Fund (GIM). Finally, we look at an investor who invests exclusively in higher yielding closed-end funds and leveraged ETFs; an approach he calls the income factory. … [Read more...]
