PFF: Currently Make Sense Only For Diversification Purposes

Chetan Woodun
8.46K Followers

Summary

  • iShares' PFF includes hybrid securities and preferred stocks, or those which have preference over common shares for dividend payments.
  • In this respect, a comparison with others in the fixed-income asset class shows PFF's income potential.
  • For capital preservation purposes during such tumultuous times, I also compare total returns with higher dividend yield provider PGX which uses more stringent credit ratings when selecting holdings.
  • Sector exposure and the Fed raising interest rates are two factors that should put pressure on PFF's share price, at least in the short term.
  • PFF makes sense, but only if you are short of diversification options and are considering preferred stocks.

Investmments and asset allocation concept. Where to Invest? Newspaper and direction sign with investment options.

Bet_Noire

The iShares Preferred and Income Securities ETF (NASDAQ:PFF) holds U.S. dollar-denominated preferred stocks and hybrid securities. These are the preference shares whose dividend payments were prioritized over common stocks by some companies at the height of Covid-induced uncertainty

This article was written by

8.46K Followers
As a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading, or informational reasons. For this purpose, I am not a classical equity researcher from the financial sector, but, I come from the IT world as the Director of Keylogin InfoTech and my insights are based on my own experience investing for 25 years.Also, my research is often backed by analytics and I make frequent use of charts to support my position.Based on losses during the GFC, I am often moderate and focus more on the direction and look for strategies to preserve capital. As per my career history below, I have wide experience, initially as an implementer in virtualization and cloud, and I was subsequently a team leader and project lead, mostly working in telcos.I like to write around themes like automated supply chains, Generative AI, telcos Capex, the deflationary nature of software, semiconductors, etc. and I am often contrarian. I also cover biotechs with more of a "techbio" focus.I have also been an entrepreneur in real estate ( a mediocre one), a business owner, and a farmer, and dedicate at least 5 hours per week to working on a non-profit basis. For this purpose, I help needy families by providing sponsored work and contributing peer reviews and opinions for enterprise tech.My investment journey started in mutual and indexed funds before later opting for individual stocks. Got a lot of experience in the 2008/2009 crash when I lost a lot due mostly to wrong advice. Since then I have done my research and have fallen in love with Seeking Alpha because of the unique perspectives it provides to someone investing hard-earned money as well as access to some of the best analysts.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in PFF over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This is an investment thesis and is intended for informational purposes. Investors are kindly requested to do additional research before investing. I am long EDV.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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