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IGBH: Long-Term Bond ETF With Near Zero Duration
Seeking Alpha· 2025-10-09 13:08
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance, leading to the identification of the eight best-ranked closed-end funds shared with members of the investing group [1] Group 2 - The investing group Quantitative Risk & Value focuses on quality dividend stocks and companies leading in tech innovation, providing various market risk indicators and strategies [2] - The leader of the investing group has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [2]
HNDL: Multi-Asset ETF With 7% Yield And Caveats
Seeking Alpha· 2025-10-02 18:42
Core Insights - Many high-yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than treating these funds as long-term investments [1] - A 5-factor ranking system was developed in 2016 to identify the best-performing closed-end funds, with eight top-ranked CEFs shared with members of an investing group [1] Group 1 - The investing group Quantitative Risk & Value focuses on quality dividend stocks and companies leading in tech innovation, providing various market risk indicators and strategies [2] - The group also offers a real estate strategy, a bond strategy, and an income strategy specifically for closed-end funds [2] Group 2 - The analyst has a beneficial long position in CLOI shares through various financial instruments, indicating a personal investment interest [3] - The article reflects the analyst's own opinions and is not influenced by compensation from external sources [3]
HYGH: Unappealing In Stable Or Decreasing Rates
Seeking Alpha· 2025-09-29 18:23
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance, leading to the identification of the eight best-ranked closed-end funds shared with members of the investing group [1] Group 2 - The investing group Quantitative Risk & Value focuses on quality dividend stocks and companies leading in tech innovation, while also providing market risk indicators and various investment strategies [2] - The leader of the investing group has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [2]
EMHY: Emerging Markets Junk Bond ETF With Little Appeal
Seeking Alpha· 2025-09-29 15:22
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance, leading to the identification of the eight best-ranked closed-end funds shared with members of the investing group [1] Group 2 - The investing group Quantitative Risk & Value focuses on quality dividend stocks and companies leading in tech innovation, providing various market risk indicators and strategies [2] - The leader of the investing group has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [2]
HYGV: Junk Bond ETF Beating The Benchmark, But Lagging Some Competitors
Seeking Alpha· 2025-09-28 10:05
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance and identify the top eight closed-end funds for investment [1] - The investing group led by Fred focuses on quality dividend stocks and tech innovation companies, providing various market strategies [2] Group 2 - Fred Piard, a quantitative analyst with over 30 years of experience, has been investing in data-driven systematic strategies since 2010 [2]
FPE: Income ETF With Systemic Risk And Slow Erosion
Seeking Alpha· 2025-09-23 17:52
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance, leading to the identification of the eight best-ranked closed-end funds shared with members of the investing group [1] Group 2 - The investing group Quantitative Risk & Value focuses on quality dividend stocks and companies leading in tech innovation, providing market risk indicators and various investment strategies [2] - The founder, Fred Piard, has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [2]
IDUB: Unconvincing Ex-U.S. Derivative Income ETF
Seeking Alpha· 2025-08-27 17:45
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance and identify the top eight closed-end funds for investment [1] - The investing group led by Fred focuses on quality dividend stocks and tech innovation companies, providing various market strategies [2] Group 2 - Fred Piard, a quantitative analyst with over 30 years of experience, has been investing in data-driven systematic strategies since 2010 [2]
HYEM: Challenged By Volatility, Erosion And Tariffs
Seeking Alpha· 2025-08-08 21:36
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance, leading to the identification of the eight best-ranked closed-end funds shared with members of the investing group [1] Group 2 - The investing group Quantitative Risk & Value focuses on quality dividend stocks and companies leading in tech innovation, providing various market risk indicators and strategies [2] - The founder, Fred Piard, has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [2]
FTQI: Lagging Some Peers And Uncertain Impact Of Yield Hike
Seeking Alpha· 2025-08-07 07:00
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance and identify the best-ranked closed-end funds for investment [1] - The investing group led by Fred focuses on quality dividend stocks and tech innovation companies, providing various market strategies [2] Group 2 - Fred Piard, a quantitative analyst with over 30 years of experience, has been investing in data-driven systematic strategies since 2010 [2]
IBHG: Designed To Lock In High Yields Before They Go Down
Seeking Alpha· 2025-08-06 06:46
Group 1 - High-yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to identify the best-performing closed-end funds, with eight top-ranked CEFs shared with members of the investing group [1] Group 2 - The investing group Quantitative Risk & Value focuses on quality dividend stocks and tech innovation companies, providing various market risk indicators and investment strategies [2] - The leader of the investing group has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [2]