Income Investing
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Another Strong Year For CEFS, With Some Blemishes
Seeking Alpha· 2025-11-14 15:44
Core Insights - The Saba Closed-End Funds ETF (CEFS) is highlighted as a top income ETF due to its successful strategy and strong performance track record [1] - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8%, focusing on high-yield opportunities in the closed-end fund and ETF space [1] Group 1 - The CEF/ETF Income Laboratory aims to simplify income investing for 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 steady income streams [1] - The service includes features such as 24/7 chat and trade alerts to enhance user experience [1] Group 2 - Juan de la Hoz, a contributor to the CEF/ETF Income Laboratory, has extensive experience in analyzing and trading fixed-income securities, focusing on dividend, bond, and income funds [1]
FINS: Distribution Increased, But Discount Narrows, Making It Less Appealing
Seeking Alpha· 2025-11-13 15:00
Core Insights - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8% for income investing [2] Group 1: Company Overview - The CEF/ETF Income Laboratory is led by experienced professionals including Nick Ackerman, who has over 14 years of personal investing experience and previously held Series 7 and Series 66 licenses [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] - The community consists of over a thousand members focused on income investment strategies, catering to both active and passive investors [2] Group 2: Investment Strategy - The majority of holdings in the portfolios are monthly-payers, which facilitates faster compounding and smoother income streams for investors [2]
JBND: Simple, Well-Balanced Investment-Grade Bond ETF, 4.4% Dividend Yield (NYSE:JBND)
Seeking Alpha· 2025-11-13 01:22
Core Insights - The Jpmorgan Active Bond ETF (JBND) is an actively managed investment-grade bond ETF that aims to provide slightly stronger performance compared to its benchmark, the iShares Core U.S. Aggregate Bond ETF (AGG) [1] Group 1: Investment Strategy - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8%, focusing on high-yield opportunities within closed-end funds (CEFs) and exchange-traded funds (ETFs) [1] - The service is designed for both active and passive investors of all experience levels, with a significant portion of holdings being monthly-payers to facilitate faster compounding and 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, focusing on dividend, bond, and income funds, particularly ETFs [1]
JBND: Simple, Well-Balanced Investment-Grade Bond ETF, 4.4% Dividend Yield
Seeking Alpha· 2025-11-13 01:22
Core Insights - The Jpmorgan Active Bond ETF (JBND) is an actively managed investment-grade bond ETF that aims to provide slightly stronger performance compared to its benchmark, the iShares Core U.S. Aggregate Bond ETF (AGG) [1] Group 1: Investment Strategy - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8%, focusing on high-yield opportunities within closed-end funds (CEFs) and exchange-traded funds (ETFs) [1] - The service is designed for both active and passive investors of all experience levels, with a significant portion of holdings being monthly-payers to facilitate faster compounding and 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, focusing on dividend, bond, and income funds, particularly ETFs [1]
IYRI: Real Estate Exposure With Enhanced Yield Of ~11%
Seeking Alpha· 2025-11-12 15:37
Group 1 - NEOS is actively launching various funds aimed at helping income-driven investors achieve relatively higher yields through ETFs that implement call writing [2] - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8% to simplify income investing for members [2] - The service includes 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 associated with the CEF/ETF Income Laboratory consists of over a thousand members focused on finding the best income ideas [2] - The majority of holdings in the portfolios are monthly-payers, which aids in faster compounding and smoothing income streams [2]
Canadian Natural Resources: Buy This Income Powerhouse While It's Undervalued
Seeking Alpha· 2025-11-11 16:58
Group 1 - The article emphasizes the current favorable conditions for income investors, particularly in durable companies with valuable assets [2] - The S&P 500 is yielding only 1.1%, prompting a focus on higher returns through defensive stocks with medium- to long-term horizons [2] - The iREIT®+HOYA Capital group provides investment research on various income-producing asset classes, targeting dividend yields up to 10% [2] Group 2 - The service aims to help investors achieve dependable monthly income, portfolio diversification, and inflation hedging [2] - It covers a range of investment vehicles including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2]
MAGY: Seek Exposure For Mag 7, But Caution Is Warranted
Seeking Alpha· 2025-11-10 01:01
Group 1 - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8% to facilitate income investing [2] - Roundhill is a fund sponsor focused on launching funds that aim to generate significantly higher distribution yields than typically available [2] - The CEF/ETF Income Laboratory provides expert-level research, actionable income and arbitrage recommendations, and in-depth analysis of closed-end funds (CEFs) and exchange-traded funds (ETFs) [2] Group 2 - The service includes managed portfolios primarily consisting of monthly-payers, which enhances compounding and smooths income streams [2] - The community comprises over a thousand members who are actively seeking the best income ideas, catering to both active and passive investors [2]
My Ultimate Blueprint For The Next 5 Years Of Income Investing
Seeking Alpha· 2025-11-07 12:30
Core Insights - The current market environment is described as extremely challenging, primarily due to the significant impact of AI-driven trades that have benefitted the "Magnificent 7" stocks, which are noted for their unparalleled innovation capabilities [1] Group 1: Market Environment - The market is facing challenges attributed to the massive AI trade [1] - The "Magnificent 7" stocks have been highlighted for their ability to innovate on a scale that others cannot match [1] Group 2: Analyst Contributions - Leo Nelissen is identified as an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities [1] - The aim of the iREIT®+HOYA Capital team, which includes Nelissen, is to provide insightful analysis and actionable investment ideas, particularly emphasizing dividend growth opportunities [1]
Medical Properties Trust: Accelerating Recovery Justifies A Rating Upgrade
Seeking Alpha· 2025-11-06 17:16
Core Insights - The article discusses the investment philosophy of a Netherlands-based economics teacher who focuses on income investing through Real Estate Investment Trusts (REITs) that are currently undervalued in the market [1]. Group 1: Investment Strategy - The investment approach is characterized by a long-term horizon, emphasizing contrarian and deep-value opportunities [1]. - The analysis is grounded in fundamental economic insights to determine the intrinsic value of stocks [1]. Group 2: Market Context - The investment journey began during the COVID-19 pandemic, highlighting a specific market context that influenced the investment strategy [1].
The Fed’s Next Move: What Lower Yields Mean for Dividend ETFs
Yahoo Finance· 2025-11-06 15:38
Core Viewpoint - The investment community is closely monitoring the Federal Reserve's decisions on interest rates, particularly following the recent rate cut announced by Jerome Powell, with uncertainty surrounding potential further cuts in December [1][4]. Impact on Dividend ETFs - Lower interest rates will significantly affect dividend ETFs, which are popular among investors seeking income and stability. The recent rate cuts could either benefit or hinder these investment strategies [3][5]. - As the Federal Reserve cuts rates, yields on cash and money market funds are expected to decline, making dividend-paying stocks and ETFs more attractive. This shift is already leading to increased interest in dividend growth-focused ETFs as investors adjust their portfolios for lower yields [6][7]. Market Reactions and Predictions - The likelihood of another rate cut in December has decreased, with traders estimating the odds at 67%, down from 90% [4]. - Dividend ETFs such as ProShares S&P 500 Dividend Aristocrats (NOBL) with a yield of 2.13%, Schwab U.S. Dividend Equity (SCHD) yielding 3.90%, and JP Morgan Equity Premium Income (JEPI) offering an 8.42% yield through covered calls are becoming more appealing as traditional cash yields decline [7].