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Why I Am Adding Treasuries To My Retirement Portfolio
- Buying Treasuries is like buying insurance, if everything goes well you'll be sorry you bought them.
- But when things go wrong you'll be sorry you didn't.
- The threat of rising interest rates makes it a difficult time to feel comfortable investing in treasuries.
- Here's how I am dealing with this dilemma.
I'm Approaching Retirement And Simplifying My Portfolio
- Like that spare room that contains a lot of stuff you have little use for, my portfolio has become cluttered with positions I don't need.
- Having come to the conclusion that U.S. equities are overpriced, I'm changing my portfolio allocation.
- This is a great opportunity to simplify my portfolio.
No, I Didn't Sell Everything, But I'm Getting Cautious
- U.S. Markets are over-priced based on almost every metric.
- This does not mean a reversal is imminent, but it does raise the odds that returns over the next decade will be sub-par.
- I’m not selling everything but I am slowly reallocating. Here are the changes I'm making.
Should Royce Micro Cap Trust Be In Your Portfolio?
- Small caps historically out perform larger stocks.
- Total returns for RMT have consistently beaten the Russell 2000.
- RMT provides small cap exposure along with income.
- RMT is the only micro-cap closed end fund.
Looking For A Bargain In Closed-End Funds?
- Absolute Discounts are a good start when looking for closed-end fund bargains.
- However, CEFs sometime maintain the same discount level for years.
- A better approach is look for funds that have discounts that are larger then their average discounts in the past.
- In this article we examine the funds whose current discount are significantly larger then their 6-month average discount.
Annaly Capital Management: Do You Feel Lucky?
- There is a tremendous amount of interest in Annaly Capital Management at Seeking Alpha (34,734 people are signed up for email alerts).
- Does this high yield, volatile stock merit the interest?
- Does its total return justify an investment?
The Best-Performing Utility CEFs Over The Last 12 Months.
- Total Returns are a go-to metric when selecting a CEF.
- Distribution rates are set by management policy, but total returns show management level of competence.
- In the long run, the funds with the better total returns are going to be able to distribute more money to their investors.
- Let's find the best-performing Utility CEFs.
Is Source Capital A Better Option For Mid-Cap Growth Than An ETF?
- SOR is one of the few (perhaps the only) CEF that focuses on mid-cap growth.
- The CEF format has advantages over ETFs for some investors.
- How does SOR stack up to the three largest ETFs in this space: IJK, IWP and VOT?
Need A 'Steady Eddy' Income Source?
- If you want consistency, Duff & Phelps Select Income is hard to beat.
- DNP may not be exciting but this “Steady Eddy” has a distribution rate of 7.75%.
- It also passes the test for consistent management; Nathan Partain has been managing the fund since 1998.
Cohen & Steers Infrastructure Is Worth A Look
- Cohen & Steers Infrastructure has compelling total returns and is one of the few closed-end funds that has consistently beaten the S&P.
- Its long-term record of excellence has been driven by the same management team since its inception.
- With a healthy distribution rate and solid total returns, this closed-end fund is worth considering for income and total return investors.