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Count Your Blessings

May 03, 2021 12:55 AM ET8 Comments
Mark J. Grant profile picture
Mark J. Grant


  • For equities, it has been "up, up and away." The plays for appreciation in general have been serious winners. However, some trepidation may now be required.
  • For those of us also needing cash flows and income, the gods of the marketplace are not being as kind.
  • Some exchange-traded funds and some closed-end funds have been the backdoor to relief, for yields and cash flows, but they are complicated securities and not for the uninitiated without some professional help, in my opinion.

Close up young woman with calculator counting making notes
Photo by wutwhanfoto/iStock via Getty Images

Index Last 12 Months
DJIA +42.79%
S&P 500 +47.71%
NASDAQ +62.26%

*Data according to Bloomberg

As we have emerged from our medical pandemic, we have also emerged from our financial

This article was written by

Mark J. Grant profile picture
Mark J. Grant is the Chief Global Strategist at Colliers Securities, LLC. The highlights of a 49-year career in the financial services industry include positions as President of an investment bank, head of Capital Markets for four investment banks, and serving on the Board of Directors of four investment banks. He has been designated as a Bloomberg Prophet, one of only 15 globally. Mark is one of the longest serving guests on CNBC’s “Squawk Box”, is frequently interviewed on Fox Business and Bloomberg TV, and is regularly quoted in the Wall Street Journal, Barron’s, MarketWatch and other business publications. His commentary, “Out of the Box,” is subscribed to by over 5,000 money managers and financial institutions in more than 46 countries. He is also the author of a book titled “Out of the Box and onto Wall Street.” While Mark’s institutional clients include some of the largest money managers in the world, he also works with high-net worth individual investors. His unique investment strategy is especially useful for people who need yield and monthly cash flows. He employs carefully chosen closed-end funds and exchange traded funds and notes to produce monthly income for his clients, currently he is able to provide yields are 10%+, however current performance is no guarantee of future results. For additional information, email Mark at Markjgrant@Bloomberg.net.

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Comments (8)

Great piece with wit and style!
Dividend Growth Fan profile picture
The Fed has created this economic mess. Just a matter of time when it will blow up in their face.
alphaseek2018 profile picture
@Invest4Dividends It's not just the Fed, it's all major central banks.
Dividend Growth Fan profile picture
@alphaseek2018 I'm only concerned about one central bank.
Mark: I have enjoyed your columns on SA and your visits every week or so on one of the morning business shows. Given your frequent advice to consider closed ends funds, with the caveat that they are complicated and should be researched carefully, can you make a recommendation for a good source of information so I can learn more about CEF's on my own? I own several, and have been pleased over time with their generous payouts, but every time I read your blog on SA, I ask myself if I am holding the wrong funds!

Thanks for all you do. I appreciate your frequent reminders that we are sailing in uncharted waters.

Jus' Thinkin
mysonchino profile picture
@Jus' Thinkin' Steven Bavaria is a good source for common sense cash flow investing. Steve also now drives home the point that you need a long term total return in excess the dividend yield so that dividend is sustainable. Some investors look only at yield and convince themselves this is what they are earning. Even some contributors on seeking alpha are a bit guilty if this. Follow Steve for good advice and common sense as to which funds are viable holdings and why. Good luck.
congie66 profile picture
@Jus' Thinkin' -- if you want the best: Stanford Chemist here within seekingalpha. $39/mo but worth much more. You are welcome.
Mark J. Grant profile picture
@Jus' Thinkin' well, i do my own research but you would have to be a client of mine to get specific recommendations..sorry about that...Compliance
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