Core Insights - The CEF/ETF Income Laboratory manages portfolios targeting approximately 8% yields through closed-end funds (CEFs) and exchange-traded funds (ETFs) [1] - There has been a significant widening of spreads between mortgage rates and treasury rates, reaching decades-high levels, which has made investing in mortgage-backed securities (MBS) a profitable opportunity [1] Group 1: Investment Strategy - The service focuses on high-yield opportunities in the CEF and ETF space, catering to both active and passive investors of all experience levels [1] - The majority of holdings in the CEF/ETF Income Laboratory are monthly-payers, which facilitates faster compounding and provides steady income streams [1] Group 2: Analyst Background - Juan de la Hoz, a contributor to the CEF/ETF Income Laboratory, has extensive experience in fixed income trading, financial analysis, and economics, with a focus on dividend, bond, and income funds [1]
MTBA: High-Quality Agency MBS, Great Strategy, Above-Average Yield
Seeking Alpha·2025-11-19 16:57