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529 Plus: Annual Reports, Baby Bonds, and CLO Equity

June 28, 2025 by David Stein · Updated July 19, 2025

In Plus episode 529, we discuss whether it is worth reading the annual reports of funds and ETFs. We contrast investing in baby bonds versus preferred stock. Finally, we examine the investment in CLO equity-focused closed-end funds. … [Read more...]

Filed Under: Money Plus Tagged With: baby bonds, CLO equity, CLOs, closed-end funds, collateralized debt obligation, OXLC, preferred stocks

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