The first mistake people make is they don't set a goal when they get into this. What is your goal of investing in crypto. Is it okay, I want to buy this particular good or is it an outcome.I want to quit my job and be a full-time chicker. I don't know whatever it is, right. So, the first mistake people make is they don't set a goal when they get into this.So, what's your goal. Like are what was my goal. My goal is capital preservation, not capital appreciation.So, I take way less risks than somebody else. U ...

Core Insights - Coign Capital Advisors increased its stake in the Eaton Vance Total Return Bond ETF by 89,612 shares in Q3, valued at approximately $4.6 million based on average share price [2][6] - The acquisition raised EVTR's share to 8.5% of Coign's reportable assets under management, making it the largest holding in the fund [3][6] - As of September 30, Coign held a total of 298,819 shares of EVTR [2] ETF Overview - The Eaton Vance Total Return Bond ETF has assets under management (AUM) of $3.6 billion and a current price of $51.55, reflecting a 2.3% increase over the past year [4][3] - The fund's one-year total return stands at 7.1% [4] Investment Strategy - EVTR focuses on a diversified portfolio of U.S. dollar-denominated, investment-grade fixed-income securities, including government, corporate, municipal, and mortgage- and asset-backed bonds [5] - The fund aims to balance income generation with capital preservation through broad sector and issuer diversification, targeting institutional investors seeking stable income [5] Market Context - Coign's purchase of EVTR aligns with a defensive investment strategy as yields stabilize, indicating a shift towards balanced fixed-income exposure [6][7] - The fund has returned approximately 7% year-to-date with a 30-day SEC yield of 4.7%, investing across Treasuries, corporate credit, and securitized debt [7] - The moderate yield-to-worst of 5.38% and the mix of investment-grade bonds are appealing for long-term investors seeking steady income with lower duration risk [9]

Core Insights - The investor is focused on building a resilient, income-generating portfolio with a long-term growth mindset [1] - The investment strategy primarily involves long-only positions, blending dividend-paying equities, REITs, and selective growth opportunities [1] - The approach emphasizes disciplined, fundamentals-driven investing, prioritizing capital preservation while compounding returns over time [1] Investment Strategy - The portfolio includes a mix of dividend-paying equities and REITs, indicating a focus on income generation [1] - Selective growth opportunities are also part of the strategy, suggesting a balanced approach between income and growth [1] - The investor's background from India may influence their investment perspective and strategy [1]

Group 1 - The Conservative Income Portfolio focuses on value stocks with high margins of safety and uses well-priced options to reduce volatility [1][3] - The Enhanced Equity Income Solutions Portfolio aims to generate yields of 7-9% while minimizing volatility [1] - Alexandria Real Estate (NYSE: ARE) faces challenges from increased supply and decreased demand, leading to overly optimistic adjusted funds from operations (AFFO) estimates [2] Group 2 - Trapping Value is a team of analysts with over 40 years of combined experience in generating options income and capital preservation [3] - The Conservative Income Portfolio is run in partnership with Preferred Stock Trader, featuring two income-generating portfolios and a bond ladder [3]

Core Insights - Moseley Investment Management disclosed the purchase of 136,173 additional shares of the iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for approximately $3 million, increasing its total stake to 651,411 shares [2][3][7] Investment Strategy - The acquisition of IBTI now represents 4.4% of Moseley's reportable assets under management, making it the fund's second-largest asset [3][9] - This move indicates a strategic shift towards fixed income investments, as IBTI and another term Treasury ETF (IBTG) together account for nearly 9% of total assets [9][10] ETF Performance - As of the latest market close, IBTI shares were priced at $22.44, reflecting a 1.6% increase over the past year, compared to an 18% gain for the S&P 500 [3] - The ETF offers a 12-month trailing yield of 3.9% and a 1-year total return of 3.4% [4] ETF Characteristics - IBTI focuses on U.S. Treasury securities maturing in 2028, providing predictable income and principal return at maturity [6][8] - The fund maintains a non-diversified structure with at least 90% allocation to Treasuries, designed for capital preservation and bond laddering [10][12]

Core Viewpoint - Building a portfolio of dividend-paying companies can serve multiple investment goals, with the First Trust Morningstar Dividend Leaders Index Fund ETF (NYSEARCA: FDL) being highlighted as a relevant investment option for those interested in this strategy [1]. Group 1: Investment Strategy - The focus on dividend-paying companies is emphasized as a strategy that can align with various financial objectives [1]. - The First Trust Morningstar Dividend Leaders Index Fund ETF (FDL) is presented as a suitable choice for investors seeking exposure to dividend leaders [1]. Group 2: Analyst Background - The article mentions a dynamic finance professional with a Master's in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, highlighting a diverse background in corporate finance, M&A, and investment analysis [1]. - The professional's expertise includes financial modeling, valuation, and qualitative analysis, with practical experience in private equity, asset management, and real estate [1].

Core Insights - The Conservative Income Portfolio aims to target high-value stocks with significant margins of safety while utilizing well-priced options to reduce investment volatility [1] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields between 7-9% while minimizing volatility [1] - Recent months have been challenging for income investors, particularly in the BDC asset class, which has seen significant declines [1] - The Covered Calls Portfolio focuses on lower volatility income investing with an emphasis on capital preservation [1] - The fixed income portfolio is centered on acquiring securities that offer high income potential and are heavily undervalued compared to peers [1] Company Overview - Trapping Value is a team of analysts with over 40 years of combined experience in generating options income while prioritizing capital preservation [2] - The Conservative Income Portfolio is managed in partnership with Preferred Stock Trader, featuring two income-generating portfolios and a bond ladder [2]

Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Group 1: Investment Strategy - A solid base of classic dividend growth stocks is essential for long-term growth and income generation [1]. - Incorporating a mix of different asset types can lead to a highly efficient investment income strategy [1]. - The total return achieved through this hybrid system is on par with the S&P index, indicating its effectiveness [1].

Core Insights - The article emphasizes the importance of personal research in investment decisions, particularly after experiencing losses from poor advice [1][2][3] Group 1: Investment Experience - The author has 25 years of investment experience, with a background in Business Management, Equity Finance, and Money & Finance [1] - The investment journey began with mutual funds and later transitioned to individual stocks and ETFs [1] - The author has also faced significant market events, such as the Great Financial Crisis of 2008, which shaped a moderate investment approach focused on capital preservation [1] Group 2: Professional Background - The author has qualifications in Electronics and Communications, as well as an MSc in Information Management [1] - Previous roles include IT Engineer, entrepreneur in real estate, and farmer, indicating a diverse professional background [1] Group 3: Research and Analysis - Seeking Alpha is highlighted as a valuable resource for unique investment perspectives [1] - The article serves as an investment thesis intended for informational purposes, encouraging investors to conduct additional research [3]

Market Trends - Stablecoins could potentially drain $1 trillion from emerging market banks within 3 years [1] - Depositors are prioritizing capital preservation over yields [1]