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4 Closed-End Fund Buys (And 1 Sell) In The Month Of August 2025
Seeking Alpha· 2025-09-15 14:06
Group 1 - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8% to facilitate income investing [2] - Major indexes finished higher despite some volatility in the second half of August, indicating a positive market trend [2] - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of closed-end funds (CEFs) and exchange-traded funds (ETFs) [2] Group 2 - The community consists of over a thousand members focused on income investment strategies, appealing to both active and passive investors [2] - Most holdings in the portfolios are monthly-payers, which enhances compounding and smooths income streams [2] - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on CEFs and ETFs [3]
CPZ: Discount Narrowing Drives Strong Results, But Now Takes Away Its Appeal
Seeking Alpha· 2025-09-12 15:15
Group 1 - The CEF/ETF Income Laboratory manages closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable yields of approximately 8% [2] - The Calamos L/S Equity & Dynamic Income Trust (CPZ) offers investors a portfolio that is split between equity and fixed-income investments, primarily focusing on high-yield corporate debt in its fixed-income allocation [2] - The service provided by the CEF/ETF Income Laboratory includes managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, catering to both active and passive investors [2] Group 2 - The community associated with the CEF/ETF Income Laboratory consists of over a thousand members who are seeking the best income ideas, with a focus on monthly-paying holdings for faster compounding and smoother income streams [2] - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on closed-end funds and exchange-traded funds [3]
GLO: Discount Narrows But Remains Quite Wide (NYSE:GLO)
Seeking Alpha· 2025-09-10 21:10
Group 1 - The Clough Global Opportunities Fund (NYSE: GLO) is a hybrid closed-end fund that invests in both equities and fixed-income assets, employing both long and short positions [2] - The fund aims to provide safe and reliable yields of approximately 8% or more, targeting income investors [2] - The investment group CEF/ETF Income Laboratory offers managed portfolios, actionable recommendations, and in-depth analysis, catering to both active and passive investors [2] Group 2 - The majority of holdings in the fund are monthly-payers, which enhances compounding and smooths income streams for investors [2] - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, contributes to the coverage of closed-end funds and exchange-traded funds [3]
EIM: Discount Narrows Sharply For This Municipal Fund
Seeking Alpha· 2025-09-08 02:25
Group 1 - The CEF/ETF Income Laboratory manages closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable yields of approximately 8% [1][2] - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, catering to both active and passive investors [2] - The community consists of over a thousand members focused on finding the best income ideas, with a majority of holdings being monthly-payers to enhance compounding and smooth income streams [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on closed-end funds and exchange-traded funds [3]
ASG: Discount Presents A Better Opportunity
Seeking Alpha· 2025-09-07 13:26
Core Insights - The CEF/ETF Income Laboratory focuses on managing closed-end fund (CEF) and exchange-traded fund (ETF) portfolios that target safe and reliable yields of approximately 8% [1][2] - The service provides managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis, catering to both active and passive investors [2] Group 1 - The investment group includes experts who assist members in benefiting from income and arbitrage strategies in CEFs and ETFs [2] - The community consists of over a thousand members who are seeking the best income ideas, with a majority of holdings being monthly-payers, which aids in faster compounding and smoothing income streams [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on closed-end funds and exchange-traded funds [3]
GPIQ: Strong ~10% Distribution Yield Providing Steady Passive Cash Flow
Seeking Alpha· 2025-09-05 20:52
Group 1 - The CEF/ETF Income Laboratory manages closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable yields of approximately 8% [1][2] - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, catering to both active and passive investors [2] - The community consists of over a thousand members focused on finding the best income ideas, with a majority of holdings being monthly-payers to enhance compounding and smooth income streams [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on closed-end funds and exchange-traded funds [3] - The article expresses the author's opinions and indicates a beneficial long position in QDTE, with no compensation received other than from Seeking Alpha [4] - There is a potential initiation of a long position in QQQI within the next 72 hours, although past performance is not indicative of future results [5]
XMPT: ETF Fund-Of-Funds Exposure To Muni CEFs
Seeking Alpha· 2025-08-28 16:26
Group 1 - The CEF/ETF Income Laboratory manages closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable yields of approximately 8% [2] - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, catering to both active and passive investors [2] - The majority of holdings in the portfolios are monthly-payers, which enhances compounding and smooths income streams for investors [2] Group 2 - Municipal bonds are highlighted for providing a steady and predictable stream of interest payments, with the added benefit of being federally tax-free [2] - The investing group includes experienced contributors who provide expert-level research to help members benefit from income and arbitrage strategies [2][3]
ZTR: Hybrid Portfolio With A Monthly Distribution And Attractive Discount
Seeking Alpha· 2025-08-25 18:04
Group 1 - The Virtus Total Return Fund Inc. (NYSE: ZTR) has shown strong performance since the last update in September 2024, attributed to a narrowing discount on the fund's shares [2] - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8%, providing members with actionable income and arbitrage recommendations [2] - The service includes in-depth analysis of closed-end funds (CEFs) and exchange-traded funds (ETFs), catering to both active and passive investors [2] Group 2 - The majority of holdings in the CEF/ETF Income Laboratory are monthly-payers, which enhances compounding and smooths income streams for investors [2] - Nick Ackerman, a former financial advisor, contributes to the coverage of closed-end funds and exchange-traded funds, leveraging over 14 years of personal investing experience [3]
FTHY: Worth Monitoring For Term Opportunities
Seeking Alpha· 2025-08-25 02:18
Group 1 - The CEF/ETF Income Laboratory manages closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable yields of approximately 8% [1][2] - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, catering to both active and passive investors [2] - The community consists of over a thousand members focused on finding the best income ideas, with a majority of holdings being monthly-payers to enhance compounding and smooth income streams [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on closed-end funds and exchange-traded funds [3]
EVT: Healthy Distribution Yield And Attractive Discount
Seeking Alpha· 2025-08-21 16:34
Group 1 - The Eaton Vance Tax-Advantaged Dividend Income Fund (NYSE: EVT) is identified as a core position for income investing, focusing on leveraged equity investments [2] - The fund aims to provide safe and reliable yields of approximately 8% or more, appealing to both active and passive investors [2] - The majority of the fund's holdings are monthly-payers, which enhances compounding and stabilizes income streams [2] Group 2 - The CEF/ETF Income Laboratory offers managed portfolios and expert-level research to assist members in income and arbitrage strategies related to closed-end funds and exchange-traded funds [2] - The community consists of over a thousand members who share insights and strategies for maximizing income opportunities [2]