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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]
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]
FLTR: A Fair Floating Rate ETF, But Lagging Inflation
Seeking Alpha· 2025-07-28 12:49
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 eight best-ranked closed-end funds for investment [1] - VanEck IG Floating Rate (FLTR) was launched on April 25, 2011, tracking the MVIS US Investment Grade Floating Rate Index, with a 30-day SEC yield of 4.97% and an expense ratio of 0.14% [2] 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 analyst has a beneficial long position in CLOI and JAAA, indicating a vested interest in these stocks [3]
SRET: Forget The 8% Yield And Look At REET Instead
Seeking Alpha· 2025-07-24 21:58
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] 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]