Group 1 - The current volatile interest rate environment and increased uncertainty in capital markets make the selection of decent-yielding instruments with acceptable risk crucial for investors [1] - Long-term bond ETFs and preferred shares of closed-end funds are highlighted as potential investment options [1] - Denislav Iliev, an experienced day trader with over 15 years in the field, leads a team of 40 analysts focused on identifying mispriced investments in fixed-income and closed-end funds [1] Group 2 - The investing group Trade With Beta offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, hedging strategies, and an actively managed portfolio [1]

Core Points - The article discusses the optimal age to claim Social Security benefits, emphasizing that the timing of claims can significantly impact retirement income [1] - It highlights that claiming benefits at age 62, while popular, results in a permanent reduction in monthly benefits [2][4] Age 62 - Claiming Social Security at age 62 leads to a 30% reduction in monthly benefits compared to the full retirement age (FRA) of 67, and a 44% reduction compared to claiming at age 70 [3] - Early claims increase longevity risk, resulting in lower lifetime benefits for individuals who live longer, and can negatively affect survivor benefits for spouses and dependents [3] Ages 65 to 67 - For individuals close to their FRA, waiting to claim Social Security can yield higher monthly benefits due to smaller reductions for early claims [5] - Delaying claims at ages 65 or 66 can increase monthly payouts by 8% per year until age 70, which is a guaranteed increase by the Social Security Administration (SSA) [6] - This 8% increase is comparable to fixed-income investments, offering a potentially higher yield than current fixed-income market rates [6]

We discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.We continue to be interested in comparing CEFs and BDC companies. Today, we are focusing on Eagle Point Credit Co LLC ( ECC ) and SLR Investment Corp. ( SLRC ). Currently, these 2 companies are trading at similar discountsArbitrage Trader, aka Denislav Iliev has been day trading for 15+ years and leads a team of 4 ...

Ilyas nasrulloh / Shutterstock.com Quick Read iShares Flexible Income Active ETF (BINC) yields 6.14% monthly through 4,000 holdings managed by Rick Rieder who oversees $2.7T in assets. ALPS REIT Dividend Dogs ETF (RDOG) yields 6.67% quarterly across 47 diversified REITs positioned to benefit from Fed rate cuts. iShares Preferred and Income Securities ETF (PFF) yields 6.07% monthly and trades below par value after losing 18.8% over five years. If you’re thinking about retiring or know someone who i ...

Core Viewpoint - The article highlights American Financial Group, Inc. (AFG) as an attractive insurance company due to its stability and strong financial results [1]. Group 1: Company Overview - American Financial Group, Inc. (AFG) is noted for its stability and financial performance, making it a compelling investment opportunity in the insurance sector [1]. Group 2: Investment Strategy - The article discusses the investment strategies employed by Denislav Iliev and his team, which include identifying mispriced investments in fixed-income and closed-end funds [1]. - The service provided by Denislav's group, Trade With Beta, includes frequent picks for mispriced preferred stocks and baby bonds, along with weekly reviews of over 1200 equities and IPO previews [1].

The reduction in FIXD shares may signal a sentiment shift for the retirement-focused asset manager.Drake & Associates, LLC reduced its holding in First Trust Smith Opportunistic Fixed Income ETF (FIXD 0.01%) by $23.45 million during Q3 2025, according to a Nov. 6, 2025 SEC filing.What happenedAccording to a filing with the Securities and Exchange Commission dated Nov. 6, 2025, Drake & Associates, LLC sold 533,049 shares of First Trust Smith Opportunistic Fixed Income ETF (FIXD 0.01%) in Q3 2025. The estimat ...

Group 1 - CLO equity closed-end funds (CEFs) have recently been undervalued, with concerns about their business model being detrimental to common stockholders [1] - The Arbitrage Trader, led by Denislav Iliev, focuses on identifying mispriced investments in fixed-income and closed-end funds, leveraging over 15 years of day trading experience [1] - The investment group Trade With Beta offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1]

Core Insights - The article focuses on Agree Realty Corporation (ADC) and its financial health, particularly its preferred stock (ADC.PR.A) which is characterized by a very strong balance sheet [1] Financial Health - Agree Realty Corporation is noted for having a very strong balance sheet, indicating solid financial stability and potential for growth [1] Preferred Stock Characteristics - The preferred stock of Agree Realty Corporation (ADC.PR.A) is highlighted, suggesting it may present attractive investment opportunities due to the company's financial strength [1]

Group 1 - The article discusses the potential value of investing in floating-rate fixed-income securities during a cycle of decreasing Fed-Funds rates, which may initially seem unpopular [1] - Denislav Iliev, an experienced day trader with over 15 years in the field, leads a team of 40 analysts focused on identifying mispriced investments in fixed-income and closed-end funds [1] - The investment group Trade With Beta offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1]

Core Insights - The article discusses investment strategies focusing on income-generating financial instruments, particularly highlighting KKR & Co. Inc. as a key player in this space [1]. Group 1: Company Overview - KKR & Co. Inc. is recognized for its investment strategies that aim to identify mispriced investments in fixed-income and closed-end funds [1]. - The company is led by Denislav Iliev, who has over 15 years of day trading experience and manages a team of 40 analysts [1]. Group 2: Investment Strategies - The investment group, Trade With Beta, emphasizes frequent picks for mispriced preferred stocks and baby bonds, along with weekly reviews of over 1200 equities [1]. - The service also includes IPO previews, hedging strategies, and an actively managed portfolio, providing a comprehensive approach to investment [1].