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alenow

alenow
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  • Are You An Alfred E. Neuman Income Investor? [View article]
    Thanks for an excellent article, Adam. I am taking the diversified income approach in retirement that you suggest. Lucky enough to hopefully be able to live off of investment income without spending down principal....but still scary to watch one's NAV fluctuate ...especially in down markets. While I read that it is an error to have too many holdings to follow them carefully, I am erring I suppose in holding 150 + in differing buckets.....DGI large caps, REITS, MLP's, BDC's, muni CEF's, buy/write CEF's, individual corporate bonds, 1 or 2 speculative stocks, etc. I guess this is an admission of little conviction but it lets me sleep well. I have learned a lot from your articles....thanks much.
    Oct 2, 2014. 11:49 AM | 6 Likes Like |Link to Comment
  • CEFs: An Opportunity In A Nuveen Floating Rate Fund [View article]
    Thanks for very informative article, Doug! Added to my position here.....5.8% on retirement funds seems decent in this environment....hopefully share price will increase at some point as well.
    Aug 4, 2014. 01:15 PM | Likes Like |Link to Comment
  • 2 Solid Dividend Picks From Barron's Roundtable [View article]
    Bret Those were the 2 I took away from Barron's as well.....I don't know what to make of Faber's views....worried me a bit that Gross did not dismiss the doom.
    Jan 26, 2014. 11:45 AM | Likes Like |Link to Comment
  • SeaWorld: A Shamu-Sized Opportunity For Investors [View article]
    Exactly...well put !
    Jan 9, 2014. 01:57 PM | 5 Likes Like |Link to Comment
  • An Iconoclastic Retiree's Income Portfolio [View article]
    LB... Thanks much for the superb article...just retiring at 66 with similar circumstances & holdings but a slug of MLP's too....and probably too many muni CEF's...as I like the tax free income. I am not sure how they will perform as rates eventually rise...but I am assuming the monthly income will continue with some consistency. I think I will be adding the buy / sell option CEF's after reading your article...how risky are they in the big picture? Wish I had a research scientist's brain for portfolio management...my English honors degree is not much help except philosophically!
    Nov 3, 2013. 01:14 PM | Likes Like |Link to Comment
  • Bogle On Favoring Dividends And Capitalizing Social Security [View article]
    Very helpful article to figure out best asset allocation in retirement....thanks David! I am thinking that one can also capitalize the income from a corporate pension and reliable income from rental real estate as well....would you agree?
    Oct 25, 2013. 04:23 PM | 2 Likes Like |Link to Comment
  • 14 Dividend Aristocrats With High Income For Retirement Investing [View article]
    Complete Dividend Plan...would you be good enough to share some of your picks?
    Oct 22, 2013. 02:11 AM | Likes Like |Link to Comment
  • Bonds: Don't Fear The Reaper [View article]
    Adam I took your comment re limited maturites and came up with BLW..EVG..EVV..FTF....... hold 3 year duration bonds...are these the sort of CEF's you were referring to? They are all still selling at significant discounts and distribute between 6.77%-8.07% Thanks Alan
    Oct 20, 2013. 11:58 PM | Likes Like |Link to Comment
  • Trying To Beat The Market Is A Fool's Errand [View article]
    Chuck Thanks so much for your elucidating articles! They are truly helpful for folks entering retirement who are concerned more about total income than total return.
    Oct 17, 2013. 11:08 PM | 3 Likes Like |Link to Comment
  • Think Before You Leap Into Muni Closed-End Funds [View article]
    Adam It would be great if you did research & write about defined maturity CEF's and ETF's.
    Oct 12, 2013. 10:41 AM | 1 Like Like |Link to Comment
  • Think Before You Leap Into Muni Closed-End Funds [View article]
    Adam Looked back at this article as you suggested...thanks. I have about 8% of my portfolio in these and am now down 7.5% since May sell off. Were I to sell today, it would cost me about one year's tax free income. I noticed that the Nuveen and Invesco ones might be in weaker hands as the Blackrock, Western, and Eaton Vance ones seem to have sold off much less. I think I need to reduce my retirement income exposure to these at some point...although decent yield is hard to find for retirees. Have you writtten about defined maturity CEF's or ETF's?
    Oct 11, 2013. 01:24 PM | 1 Like Like |Link to Comment
  • CEF Bond Funds: Value Or Value Trap? [View article]
    Thanks for the article, Adam. What I can't figure out is whether the discounts to NAV of the leveraged muni CEF's I hold will shrink for any reason going forward....to allow for a better exit point. Or, whether I should just hold them for the attractive tax free retirement income for the next decade or two. I am not sure if the Nuveen & Invesco bond managers will adjust their holdings to deal with a likely rising interest rate environment....or if the long duration muni bonds in the funds are held to maturity?
    Oct 11, 2013. 11:15 AM | Likes Like |Link to Comment
  • Do Not Let Bad Habits Derail Your Retirement [View article]
    Thanks RW.....more please ! Do you think there is much chance that the electronic cigarettes will become so popular world-wide that it could lower the yield from MO and PM ?
    Sep 28, 2013. 10:38 AM | Likes Like |Link to Comment
  • Do Not Let Bad Habits Derail Your Retirement [View article]
    This thread seems full of wise DIG investors...thanks. Can anyone recommend proven DIG funds or ETF's with a proven track record...for those without time or skill to manage portfolio?
    Sep 27, 2013. 05:44 AM | Likes Like |Link to Comment
  • Bulletproof Your Income Stream [View article]
    Newly retired at 65, I really appreciate your comments about the benefits of ultra-diversification. I thought I was alone and off base by doing so with my retirement portfolio....allows me to sleep better at night too ! Thanks for the thoughtful article and specific selections....very helpful. Alan
    Sep 14, 2013. 02:58 PM | 1 Like Like |Link to Comment
COMMENTS STATS
18 Comments
21 Likes