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...]
330 Plus: February 2021 Investment Conditions, Bond Fund Break Evens, and Municipal Bonds versus Utilities
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...]
323 Plus: December 2020 Investment Conditions and Portfolio Review
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...]
