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You are here: Home / Archives for MFD

497 Plus: Portfolio Trade, Bond and CLO Defaults, and Non-U.S. Stock Valuations

October 12, 2024 by David Stein · Updated November 1, 2024

This week on Plus episode 497, we review David's trade to sell ASGI. We review historical default rates for bonds and CLOs. We also explore why non-U.S. stock valuations are lower today than 20 years ago. … [Read more...]

Filed Under: Money Plus Tagged With: ASGI, bond defaults, CLOB, CLOs, collateralized loan obligation, MFD, non-U.S. stocks, portfolio change, stock valuations

Portfolio Trade: Exiting Global Infrastructure Closed End Fund

October 11, 2024 by David Stein · Updated October 14, 2024

… [Read more...]

Filed Under: Portfolio Insights Tagged With: ASGI, MFD

463 Plus: Model Portfolios, UK versus US Valuations, MCI Premium, and MFD Proxy Battle

January 27, 2024 by David Stein · Updated February 8, 2024

In Plus Episode 463, we answer member questions on model portfolio implementations. We discuss the valuations and return expectations for UK stocks versus the USA. We discuss why the Barings Corporate Investor Fund (MCI) sells at a premium to its net asset value. Finally, we analyze the proxy battle being led by Saba Capital regarding the potential merger involving the Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) … [Read more...]

Filed Under: Money Plus Tagged With: MCI, MFD, model portfolios, proxy votes, stocks, United Kingdom, valuations

330 Plus: February 2021 Investment Conditions, Bond Fund Break Evens, and Municipal Bonds versus Utilities

February 6, 2021 by David Stein · Updated October 4, 2021

In Plus Episode 330, we review investment conditions as of early February 2021. We calculate the break-even time for taxable and municipal bond funds to recoup price losses due to rising interest rates. We also compare municipal bond funds to utility dividend yields and find utilities to be more attractive. … [Read more...]

Filed Under: Uncategorized Tagged With: dollar cost averaging, MFD, municipal bonds, utilities, utility stocks, VTEB

323 Plus: December 2020 Investment Conditions and Portfolio Review

December 5, 2020 by David Stein · Updated September 15, 2021

In Plus episode 323, we review current investment conditions including market returns, asset class valuations, economic trends and market internals. We also review David's portfolio including four recent trades that he made. market returns, market internals and the distribution dynamics for the new Covid-19 vaccines. … [Read more...]

Filed Under: Uncategorized Tagged With: India, LLSCX, MFD, portfolio trades, TBHDX, WAINX

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