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.Since our last update on Virtus Total Return Fund Inc. (NYSE: ZTR ) in September 2024, it has delivered strong results. Some of this has been through the di ...

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% [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 finding the best income ideas, with a majority of holdings being monthly-payers to enhance compounding and smooth income streams [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on closed-end funds and exchange-traded funds [3]

Core Insights - Stock screening is a valuable tool for investors to navigate numerous options and focus on preferred investment parameters [1][10] - Zacks offers a variety of pre-built screens tailored to different investment strategies, including growth, value, momentum, and income [11] Screening Parameters - Screening parameters serve as essential criteria for filtering stocks, akin to ingredients in a recipe, allowing investors to exclude irrelevant information [3] - Parameters can be customized for various investing styles, such as momentum, value, growth, or income-based strategies [2][3] Value Investing - Value investors can utilize parameters like Price-to-Earnings (P/E) ratio, Price-to-Sales (P/S) ratio, and Price-to-Book (P/B) ratio to identify high-quality stocks trading at a discount [4] Momentum Investing - Momentum investing focuses on stocks experiencing buying pressure, with parameters including percentage price change over the last month, average volume, and price as a percentage of the 52-week high-low range [5] Growth Investing - Growth-oriented strategies target companies expected to achieve above-average sales and earnings growth, with key parameters including last year's earnings and sales growth rates, expected growth rates for the current year, and long-term expected EPS growth rate [6][7] Income Investing - Income-focused investing emphasizes dividend-paying stocks, with parameters such as current dividend yield and 5-year historical dividend growth rate to identify stable investments [8]

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.(This was formerly the "High-High-Low" CEF Report, now renamed to better reflect the systematic screening for three key attributes: high yield, strong cover ...

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.He contributes to the investing group CEF/ETF Income Laboratory along with leader Stanford Chemist, and Juan de la Hoz and Dividend Seeker. They help member ...

Group 1 - The abrdn Emerging Markets ex-China Fund (NYSE: AEF) specifically targets investments in emerging markets while excluding China holdings [2] - The fund aims to provide safe and reliable yields of approximately 8% to its investors [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 CEF/ETF Income Laboratory community consists of over a thousand members focused on income investing strategies [2] - The majority of the fund's holdings are monthly-payers, which aids in faster compounding and smoothing income streams [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% [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 finding the best income ideas, with a majority of holdings being monthly-payers to enhance compounding and smooth income streams [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on CEFs and ETFs [3] - The article indicates a potential initiation of a long position in BTCI within the next 72 hours [5]

Group 1 - The article focuses on the Real Estate Investment Trusts (REITs) segment of the investment market, highlighting the author's intent to expand knowledge and portfolio in this area [1] - The author emphasizes a long-term investment horizon and a strategy centered around contrarian and deep-value opportunities, particularly in identifying REITs that are currently out-of-favor [1] - The author utilizes fundamental economic insights to assess the intrinsic value of stocks, indicating a methodical approach to investment analysis [1] Group 2 - There is no current position held in RLJ, and the author plans to adjust positions in other REITs before considering an investment in RLJ, requiring at least one more quarter of analysis [3] - The article does not provide any recommendations or advice regarding the suitability of investments for particular investors, emphasizing that past performance is not indicative of future results [3]

Core Viewpoint - The CEF/ETF Income Laboratory offers managed portfolios targeting safe and reliable yields of approximately 8%, focusing on income investing strategies for both active and passive investors [1][2]. Group 1: Service Offerings - The service provides managed portfolios that aim for yields of 8% or more, 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 who are engaged in seeking the best income ideas, enhancing the collaborative investment experience [2]. Group 2: Expertise and Background - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, contributes to the coverage of CEFs and ETFs, leveraging his background in finance [3].

Group 1 - The Adams Diversified Equity Fund (NYSE: ADX) has shown strong performance since the last update at the end of 2024, indicating a positive trend in its investment strategy [1] - The fund is part of the CEF/ETF Income Laboratory, which focuses on managing closed-end fund and exchange-traded fund portfolios targeting safe and reliable yields of approximately 8% [1] - The service provided by the CEF/ETF Income Laboratory includes managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, catering to both active and passive investors [1] Group 2 - The majority of holdings in the CEF/ETF Income Laboratory portfolios are monthly-payers, which enhances compounding and smooths income streams for investors [1]