High-Yield CEFs Outperform Despite Higher Fees
Closed-end funds (CEFs), despite higher average management fees, provide significantly higher dividend yields (8.5% vs. 1.4% for SPY) and have outperformed the S&P 500 in several cases, making their higher fees justifiable for investors focused on high income and capital appreciation.
High-Yield CEFs Outperform Despite Higher Fees
Closed-end funds (CEFs), despite higher average management fees, provide significantly higher dividend yields (8.5% vs. 1.4% for SPY) and have outperformed the S&P 500 in several cases, making their higher fees justifiable for investors focused on high income and capital appreciation.
Progress
56% Bias Score
High-Yield Tech CEFs Outperform ETFs Amid Market Volatility
Three closed-end funds—BlackRock Science and Technology Trust (BST), Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), and Columbia Seligman Premium Technology Growth Fund (STK)—offer average 6.8% yields and have delivered over 15% annualized returns due to strategic tech investm...
High-Yield Tech CEFs Outperform ETFs Amid Market Volatility
Three closed-end funds—BlackRock Science and Technology Trust (BST), Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), and Columbia Seligman Premium Technology Growth Fund (STK)—offer average 6.8% yields and have delivered over 15% annualized returns due to strategic tech investm...
Progress
56% Bias Score
High-Yield CEF Strategy for Income Investors using International and US Markets
This article proposes a strategy for income investors to leverage high-yield closed-end funds (CEFs), specifically the BlackRock Enhanced International Dividend Trust (BGY) yielding 9.2%, and the China Fund (CHN), to generate higher returns and mitigate risk by rebalancing between US and internation...
High-Yield CEF Strategy for Income Investors using International and US Markets
This article proposes a strategy for income investors to leverage high-yield closed-end funds (CEFs), specifically the BlackRock Enhanced International Dividend Trust (BGY) yielding 9.2%, and the China Fund (CHN), to generate higher returns and mitigate risk by rebalancing between US and internation...
Progress
52% Bias Score
Balancing Stock Market Risks: High-Yield CEFs vs. Overvalued Tech
Amid economic uncertainty, investors can balance risk and reward by allocating funds to high-yield corporate bond CEFs like the Western Asset High Income Opportunity Fund (HIO), which pays a 10.6% dividend, while simultaneously reducing exposure to overvalued assets like the Destiny Tech100 Fund (DX...
Balancing Stock Market Risks: High-Yield CEFs vs. Overvalued Tech
Amid economic uncertainty, investors can balance risk and reward by allocating funds to high-yield corporate bond CEFs like the Western Asset High Income Opportunity Fund (HIO), which pays a 10.6% dividend, while simultaneously reducing exposure to overvalued assets like the Destiny Tech100 Fund (DX...
Progress
48% Bias Score
Return of Capital in CEFs: A Misunderstood Metric
An analysis of five Nuveen closed-end funds reveals that high return of capital (ROC) percentages, contrary to popular belief, do not necessarily indicate poor performance; actively managed funds may outperform passively managed funds regardless of ROC, and tax implications of ROC should be consider...
Return of Capital in CEFs: A Misunderstood Metric
An analysis of five Nuveen closed-end funds reveals that high return of capital (ROC) percentages, contrary to popular belief, do not necessarily indicate poor performance; actively managed funds may outperform passively managed funds regardless of ROC, and tax implications of ROC should be consider...
Progress
52% Bias Score