To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below!At the CEF/ETF Income Laboratory , we manage closed-end fund ("CEF") and exchange-traded fund ("ETF") portfolios targeting safe and reliable ~8% yields to make income investing easy for you. Check out what our members have to say about our service.ArrowMark Financial Corp. ( BANX ) has continued to perform well since our last update, when we were going through the April tariff announcement volatil ...

To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below!At the CEF/ETF Income Laboratory , we manage closed-end fund ( CEF ) and exchange-traded fund (ETF) portfolios targeting safe and reliable ~8% yields to make income investing easy for you. Check out what our members have to say about our service.With the month of November, we started to see some cracks in the mega-cap tech names that caused a bit of volatility. However, that dip seemed to be rathe ...

Ellington Financial ( EFC ) is a real estate investment trust that invests in mortgages, also known as an mREIT. The company's common shares pay a dividend yield of 11.4%, which has been seen as a mainOther writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or bonds. I will occasionally break away and write about the economy at large or a special situation involving a company I've been researching in. I target ...

Core Viewpoint - Ellington Financial (EFC) is a real estate investment trust (REIT) that focuses on mortgage investments, specifically as a mortgage REIT (mREIT) [1] Company Overview - The company offers a dividend yield of 11.4%, which is a significant attraction for income-focused investors [1] Investment Focus - The current investment strategy emphasizes income generation through common shares, preferred shares, or bonds, with occasional analysis of broader economic conditions or specific company situations [1]

Group 1 - The article discusses the impact of a leader's injury on the market, likening it to the situation of backup quarterbacks in the NFL, suggesting a potential lack of alternatives to fill the leadership void [1] - The author emphasizes the importance of understanding market narratives and teaches subscribers how to interpret these stories for investment decisions [1] Group 2 - The author has a beneficial long position in SPY, indicating a positive outlook on this investment [2] - The article does not provide specific investment recommendations or advice, highlighting the independent opinions of the author [3]

Core Insights - The article discusses the importance of evaluating dividend safety beyond generic valuation metrics, particularly in the context of Realty Income (O) [1] Group 1: Investment Strategy - The author emphasizes a long-term investment horizon focused on contrarian and deep-value opportunities, particularly in Real Estate Investment Trusts (REITs) that are currently out of favor [1] Group 2: Market Context - The discussion highlights a debate among investors regarding the "lack of total return" associated with Realty Income, suggesting a need for deeper analysis of intrinsic value [1]

Core Insights - The Cohen & Steers Infrastructure Fund (UTF) offers investors exposure to a diversified portfolio of infrastructure-related assets, including equities and fixed-income investments globally [2] Group 1: Fund Overview - UTF is a closed-end fund that targets safe and reliable yields of approximately 8% [2] - The fund is managed by a team with extensive experience in closed-end funds and exchange-traded funds, providing expert-level research and actionable recommendations [2] Group 2: Investment Strategy - The investment strategy includes managed portfolios aimed at achieving 8%+ yields, with a focus on both active and passive investors [2] - The majority of the fund's holdings are monthly-payers, which enhances compounding and smooths income streams for investors [2]

Core Insights - The current market presents a favorable environment for value and income investors, particularly as the AI sector shows signs of instability due to disappointing earnings from major companies like Broadcom and Oracle [2] Group 1: Investment Focus - iREIT+HOYA Capital specializes in income-producing asset classes aimed at providing sustainable portfolio income, diversification, and inflation hedging [1] - The investment group offers research on various financial instruments including REITs, ETFs, closed-end funds, preferred stocks, and dividend champions, targeting dividend yields of up to 10% [2] Group 2: Investment Strategy - The investment strategy emphasizes defensive stocks with a medium- to long-term horizon, focusing on high-yield and dividend growth opportunities [2]

Core Insights - The CEF/ETF Income Laboratory manages portfolios targeting approximately 8% yields, focusing on income investing through closed-end funds (CEFs) and exchange-traded funds (ETFs) [1][2] Group 1: Service Features - The service offers managed income portfolios that utilize high-yield opportunities in the CEF and ETF space, catering to both active and passive investors of all experience levels [2] - A significant portion of the holdings in the CEF/ETF Income Laboratory are monthly-payers, which facilitates faster compounding and provides steady income streams [2] - Additional features include 24/7 chat support and trade alerts for members [2]

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% to facilitate income investing [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 identifying the best income ideas, with a majority of holdings being monthly-payers to enhance compounding and smooth income streams [2]