If you ever wondered whether there is an issuer that provides a growth ETF and uses its shares to generate income through another fund, there is KraneShares. In this respect, the KraneShares CSI China Internet ETF (As an Investment Research Analyst, I cover publicly listed securities (stocks and funds) listed on the NYSE/NASDAQ and mostly covering tech. My insights are mostly based on my own experience investing for 25 years, together with qualifications in Business Management and Equity Finance.I also have ...

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]

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best-priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.In our last coverage of Alexandria Real Estate (NYSE: ARE ), we pointed to the dual challenges of increased supply and decreased demand. We concluded that the adjusted funds from operations (AFFO) estimates were way too o ...

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].

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.It has been a tough few months for income investors. The popular asset class that delivered in the past, i.e. the BDC asset class, has been taken to the cleaners. If you spread your bets by buying CLO funds likeTrapping V ...

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].

As an Investment Research Analyst, my insights are mostly based on my own experience investing for 25 years together with qualifications in Business Management, Equity Finance and Money & Finance.I also have a degree in Electronics and Communications, and an MSc in Information Management. Having been through the GFC (Great Financial Crisis) of 2008 and its losses explains my mostly moderate positions and focus on strategies to preserve capital. My investment journey started in mutual funds before later conv ...