Entering text into the input field will update the search result below

Income Growth From 8%+ Yielding Portfolios

Jan. 25, 2021 1:40 PM ETBMEZ, BSTZ4 Comments
Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.


  • Our income grew despite not adding new capital to the portfolios nor stretching for yield.
  • Our Income Generator portfolio grew income by +11% in 2020.
  • Our Tactical Income-100 portfolio grew income by +2% in 2020.
  • Our IG and TI portfolio returned +10% and +2%, respectively.

Our membership is exceptionally popular because we help you:

  • (1) Identify the most profitable CEF and ETF opportunities.
  • (2) Earn a ~8% dividend yield together with capital appreciation.
  • (3) Avoid the overpriced funds that can sink your portfolio.

The great news is that we’re currently offering a limited-time only free trial so there's no better time to try us out! Start generating safe and reliable 8% yields from our portfolios today!

Best Present Ever!


Both our Income Generator portfolio and our Tactical Income-100 portfolio were able to grow income in 2020, despite not adding new capital to the portfolios nor stretching for yield. That is despite a pandemic that had brought many high yield investments down. We were able to accomplish this through "double-compounding" our income through swap trades. Our members have a step-by-step guide on how to do this here: How Would You Like Your Free Shares To Be Served? (Double-Compound Your Income!)

This is also a reflection of picking some of the right funds as well. In fact, we had several names raise their distributions throughout the year several times. The Flaherty and Crumrine preferred funds all got some nice boosts throughout the year.

(Source - CEFConnect)


Income Generator December 2020 stats

The Income Generator portfolio received a total of $1024 in distributions this month, down from $1094 from last month, as we had swapped from the higher-yielding OXLC to the lower-yielding ECC last month. This monthly distribution is lower than the corresponding period from 2019, due to the lack of special distributions this year. Despite the lack of specials this year, we still grew our income in our portfolio by +11.0% this year (from $11603 to $12882). This highlights the power of "double compounding" from distribution reinvestment as well as our CEF rotation strategy, in allowing minor distribution cuts to be overcome, as well as not stretching for yield. Remember, no new capital was committed to the portfolios at any time.

Performance for the year was +9.71%, beating the YYY (-1.20%) fund-of-CEFs benchmark.


Tactical Income-100 December 2020 stats

The Tactical Income-100 portfolio received $1096 in distributions this month, down from $1231 last month. Overall, we've grown our income in our Tactical Income-100 portfolio by about +2% this year ($10117 to $10324). This highlights the power of "double compounding" from distribution reinvestment as well as our CEF rotation strategy, in allowing minor distribution cuts to be overcome. Remember, no new capital was committed to the portfolios at any time.

The income growth here was a bit more tempered because the portfolio added more growth. Primarily, the addition of BlackRock Science and Technology Trust II (BSTZ) and BlackRock Health Sciences Trust II (BMEZ). These lower yielders are balanced more by the opportunity for greater appreciation - which could translate into distribution growth going forward.

Performance for the Tactical Income-100 portfolio came in at +3.15% for 2020, still beating the YYY (-1.20%) fund-of-CEFs benchmark. As a more aggressive portfolio, it takes sector bets and had greater exposure to energy than our Income Generator portfolio heading into 2020.


Take advantage of our annual membership and free trial

Take us for a free trial! That allows you to test out our service on a no-risk, commitment-free basis. You'll also get to experience our vibrant community of over one thousand income-orientated CEF and ETF investors, counting numerous full-time and professional traders and investors amongst our ranks.

If you're not satisfied, simply cancel before your 2-week period is over and you won't be charged a single penny.

With an annual membership, you save 25% versus the monthly membership. There's no better time to try us out!

The CEF/ETF Income Laboratory membership normally costs $588 per year (on a monthly plan). That gets you 1000's of research hours conducted on your behalf each year by our team of experts which we share with our members at only a fraction of the cost. Today, you have the opportunity to access a discounted price of $439/year (25% off) by joining us on an annual plan.

All members are grandfathered for life at the membership rate that they signed up at (note: excludes any introductory discounts). So I highly suggest that you lock in the current rate while you still can.

Remember, "time = money", so being able to save hundreds of hours of time of CEF and ETF research each month with what amounts to the price of a cup of coffee every few days is truly an incredible bargain. And our members agree!


"Don't head into retirement without Income Laboratory!"

Consider reading some of the reviews that members of the community have left us!


CEF/ETF Income Laboratory: Profitable CEF and ETF Income and Arbitrage Ideas

Whether you're a novice or experienced closed-end fund ("CEF") and exchange-traded fund ("ETF") investor, the "Income Lab" is the right place for you. Our goal is to help you benefit from income and arbitrage strategies in CEFs and ETFs, all without having to be an expert, because we do the heavy lifting for you. If that sounds like something you'd be interested in, we hope you'll consider joining us here at CEF/ETF Income Laboratory.

We would love for you to join us. We are sure that you will enjoy our service and benefit from what we have to offer!


Stanford Chemist, Nick Ackerman, Alpha Male, Juan de la Hoz and Dividend Seeker

Analyst's Disclosure: I am/we are long BMEZ, BSTZ.

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.

Recommended For You

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.