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Asset Allocation Portfolio Review: 5 Core Asset Closed End Funds
Five Core Asset CEFs uses the following five closed end funds as candidate funds: Asset Class Ticker Name LARGE VALUE GDV Gabelli Dividend & Income Foreign Large Blend BGY BlackRock International...
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The Income Portfolio with 7 Percent Yield Update
Geoff Considine at Portfolioist.com published an article Can You Get 7% Per Year in Income with Only Moderatge Risk? The portfolio is a mix of high yield mutual funds, ETFs, MLPs (Master Limited...
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Can You Create a 7% Yield Portfolio Focusing on Munis and Dividend Stocks?
by Geoff Considine In “Can You Get 7% Per Year in Income with Only Moderate Risk?” a blog I wrote back in the beginning of December, I analyzed a portfolio with 7% yield and “moderate” risk. My...
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Bill Gross: Borrow and Buy Utility Stocks and Municipal Bonds To Counter...
Bill Gross on the latest Barron’s roundtable: To escape financial repression, an investor should borrow at 25 basis points [a fourth of a percentage point] and lend safely at 4%, 5% or 6%. Safety is...
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What Are the Core Asset Classes for Income Portfolios?
by Geoff Considine In a recent post, I presented a list of the ‘core asset classes’ that investors need in order to build portfolios that fully exploit available diversification opportunities. That...
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Closed-end funds provide yield, but at a price
By John Wasik (Reuters) – Investors chasing yield in this low-rate environment are jumping into alternative vehicles. That’s helping closed-end income funds stage a comeback. Such funds, which offer a...
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