Workflow
Investment Funds
icon
Search documents
ABRDN INCOME CREDIT STRATEGIES FUND 5.25% SERIES A PERPETUAL PREFERRED SHARES DECLARE QUARTERLY DIVIDEND
Benzinga· 2025-12-09 21:17
Core Points - The abrdn Income Credit Strategies Fund has declared a cash distribution of $0.328125 per share for its 5.250% Series A Perpetual Preferred Shares, payable on December 31, 2025 [1] - The Series A Preferred Shares are rated "A2" by Moody's and have an annual dividend rate of $1.3125 per share, issued at $25.00 per share on May 10, 2021 [2] - Distributions may come from various income sources, including net realized capital gains and return of capital, with tax reporting details to be provided in January 2026 [3] Company Information - Aberdeen Investments is the trade name for the investment business of Aberdeen, which includes affiliated registered investment advisers such as abrdn Inc., abrdn Investments Limited, and abrdn Asia Limited [4] - The Fund's shares are traded on the secondary market, and their investment return and principal value may fluctuate, potentially trading at a premium or discount to the net asset value [5]
Priority Income Fund Announces Preferred Stock Distributions for December 2025
Globenewswire· 2025-12-09 19:40
Core Viewpoint - Priority Income Fund, Inc. has declared distributions for its preferred stock series, indicating ongoing income generation for investors [1][2]. Distribution Details - The Fund has announced the following distributions per share for its preferred stock series, all payable on December 31, 2025: - Series D: $0.43750 - Series J: $0.37500 - Series K: $0.43750 - Series L: $0.39844 - All series have an ex-dividend date and record date of December 23, 2025 [2]. Fund Overview - Priority Income Fund, Inc. is a registered closed-end fund focused on acquiring and growing a portfolio primarily consisting of senior secured loans and collateralized loan obligations (CLOs) [3]. - The Fund is managed by Priority Senior Secured Income Management, LLC, which comprises a team from Prospect Capital Management L.P. [3]. Management Background - Prospect Capital Management L.P. has over 30 years of experience in managing high-yielding debt and equity investments, with $7.3 billion in assets under management as of September 30, 2025 [4]. Dealer-Manager Information - Preferred Capital Securities, LLC serves as the dealer-manager for Priority Income Fund, having raised over $4.9 billion in capital for various alternative investment strategies since its formation in 2013 [5].
PFF: Biggest Preferred ETF But Not The Best
Seeking Alpha· 2025-12-09 18:04
The Income Compounder Portfolio utilizes the notion that compounding investment income by reinvesting and growing the share count of dividend-paying securities can help to generate a growing income stream over time, regardless of market dynamics.In one of my recent articles covering income investments for retirees or someone approaching retirement, I suggested that the asset class that includes Preferred securities might be one to consider .Now retired, I am an income-oriented investor seeking high yield in ...
2 ETFs That Are Perfect For Retirement Income
Yahoo Finance· 2025-12-09 16:54
Core Insights - A significant concern for retirees is the inadequacy of Social Security benefits to cover their expenses, with many relying solely on these benefits [1][2] - The average retired worker receives about $2,000 monthly, translating to an annual income of $24,000, which may not sufficiently cover retirement costs [2][6] - It is crucial for retirees to have savings and an income-generating portfolio, with ETFs being a viable option for this purpose [3] ETF Considerations - When selecting income-producing ETFs, retirees should focus on three key factors: yield, risk tolerance, and expense ratio [7] - The Schwab U.S. Dividend Equity ETF (SCHD) is highlighted for its focus on companies with a history of increasing dividends for over 10 years, making it a lower-risk option [5][8] - The SCHD ETF offers a yield of 3.80% and has a low expense ratio of 0.06%, providing a reasonable return relative to its risk profile [6][9] Additional ETF Option - The Vanguard High Dividend Yield Index Fund ETF is mentioned as another option, yielding 2.39% and focusing on large-cap companies [6]
AI Bubble? January Selloff? These 8% Dividend Stocks Thrive in Chaos
Investing· 2025-12-09 10:34
Investors are scared—and that's setting up a terrific opportunity for us in 8%+ yielding covered-call CEFs. That's because volatility fuels the income these stout funds get from their option strategies. And that income flows right into our dividend checks. I've got two 8%+ payers delivering growing "option-boosted†dividends for you below. And thanks to the market's relative calm these last few months, these funds are bargains. But the last four years of history say we're likely headed into a storm. That's b ...
超40亿元,嘉御资本完成多只新基金募集
FOFWEEKLY· 2025-12-09 10:09
来源:嘉御资本 每日|荐读 论坛: 新一批敲钟人,已在路上 荐读: 重新发现香港:科创时代的新蓝图 榜单: 全国首只AIC产业母基金来了 热文: 投资人"忙疯了" 2025年12月5日, 嘉御资本2025年投资人年会在上海陆家嘴成功举办。大会上,嘉御资本宣布完成多支新基金的募集设立,总规模超过40亿元人 民币。参与基金的主要投资人包括长沙、宁波、天津和长三角地区等高度市场化的引导基金、生态联动的上市公司产业资本和市场领先的人民币母基 金,以及多位基金老投资人的持续支持。 据悉,本次新募集的基金矩阵,全面覆盖了嘉御资本前瞻布局的领域,包括AI基础建设、新消费产业、跨境电商品牌出海、生命科技等多个核心赛 道,旨在系统性地把握中美AI"软硬兼施"、全球供应链重构及新消费范式下的结构性机会,形成协同有力的投资生态体系。 ...
DMO: Distribution Trim Doesn't Push The Discount Wide Enough (DMO)
Seeking Alpha· 2025-12-08 17:58
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.Western Asset Mortgage Opportunity Fund Inc ( DMO ) is a closed-end fund that we noted as being unattractively valued in our prior update. The fund's disc ...
LGLV: Volatility And Convexity Not As Promising As It May Seem
Seeking Alpha· 2025-12-08 12:50
Core Insights - Pearl Gray operates as a proprietary investment fund and independent market research firm, focusing primarily on Fixed-Income and Capital Flows [1] - The firm also provides analysis on equity REITs, Investment Fund Appraisal, and Bank Risk Analysis, catering to a diverse range of investment interests [1] Investment Focus - The primary focus areas include Fixed-Income and Capital Flows, indicating a strategic emphasis on these sectors for investment opportunities [1] - The analysis extends to various asset classes, including equity REITs and preferred shares, showcasing a comprehensive approach to investment research [1] Research Approach - The content produced by Pearl Gray is characterized as Independent Analysis, which does not constitute financial advice, emphasizing the importance of consulting a registered financial advisor before making investment decisions [3] - The firm encourages discussions among subscribers, positioning itself as a platform for sharing insights rather than providing direct investment recommendations [3]
Warren Buffett Has Dumped This ETF He Historically Recommends for Investors. Should Investors Take This as a Warning Sign Going Into 2026?
The Motley Fool· 2025-12-08 00:30
Core Insights - Warren Buffett and Berkshire Hathaway's investment strategies are closely monitored, especially given their significant net worth and the company's trillion-dollar valuation [1] - Buffett's consistent advice for average investors is to invest in an S&P 500 ETF, which remains a sound long-term strategy [2][7] - Berkshire Hathaway's recent decision to sell all shares in the Vanguard S&P 500 ETF and SPDR S&P 500 ETF Trust raises questions about the future of this investment strategy [3] Investment Strategy - The sale of S&P 500 shares by Berkshire should not be interpreted as a warning sign; it reflects the company's current strategic decisions [6] - Different investors have varying goals and risk tolerances, making it essential for individuals to tailor their investment strategies rather than mimic others [5] Market Conditions - The S&P 500 is historically expensive, but this does not warrant complete avoidance; dollar-cost averaging is recommended to mitigate risks associated with market volatility [9] - The Vanguard S&P 500 ETF (VOO) offers benefits such as diversification, access to blue-chip stocks, low fees (0.03% expense ratio), and a historical average return of 12.7% since its inception [11] Long-term Perspective - Patience and consistency are crucial for investors in the S&P 500, as the market may experience volatility and downturns, but the overall trend is expected to be upward over the long term [13]
BGY: International Focused Call Writing Fund Delivering A Monthly Payout
Seeking Alpha· 2025-12-06 22:41
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% [2] - The service includes 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 income investing, with a majority of holdings being monthly-payers, which aids in faster compounding and smoother income streams [2]