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PTY: My Favorite PIMCO CEF For Retirement Income
Seeking Alpha· 2025-10-02 13:15
PIMCO Corporate and Income Opportunity Fund (NYSE: PTY ) has been my one of my favorite PIMCO CEF vehicles since May, this year when I circulated a piece titled: PTY: 10% Yielding CEF That Needs ToRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other ...
PTY: My Favorite PIMCO CEF For Retirement Income (NYSE:PTY)
Seeking Alpha· 2025-10-02 13:15
PIMCO Corporate and Income Opportunity Fund (NYSE: PTY ) has been my one of my favorite PIMCO CEF vehicles since May, this year when I circulated a piece titled: PTY: 10% Yielding CEF That Needs ToRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other ...
Bitcoin ETFs Pull In $676M as BTC Price Tops $119K
Yahoo Finance· 2025-10-02 13:14
Group 1: Bitcoin ETF Inflows - Bitcoin ETFs recorded their highest single day of inflows since mid-September, attracting $675.8 million on Wednesday, with BlackRock's IBIT fund leading with $405.5 million [1] - The inflows marked a three-day streak of over $100 million, with $518 million on Monday and $429.9 million on Tuesday [2] - A significant turnaround was noted from the previous week, where $418.3 million left Bitcoin ETFs on September 26, including a loss of $300.4 million from Fidelity's FBTC [2] Group 2: Ethereum ETF Performance - Ethereum ETFs also showed strong performance, attracting $80.9 million on Wednesday, following $127.5 million on Tuesday and $546.9 million on Monday [3] Group 3: Market Drivers - Increased inflows are attributed to macroeconomic factors, including predictions of imminent interest rate cuts in the US, with a nearly 100% chance of a rate cut in October [4] - The ADP private payrolls report indicated labor market weakness, reinforcing expectations for further Federal Reserve cuts [4] - Speculators on the Myriad prediction market place a 75% chance on two Fed rate changes by year-end, with potential for a 0.25% cut this month if macro data supports it [5] Group 4: Bitcoin's Market Perception - Bitcoin is currently trading at $119,288, perceived as a store-of-value similar to gold amid risks like dollar debasement and de-dollarization trends in countries like Russia and China [6] - Bitcoin is noted to capture both store-of-value flows and growth-asset upside, effectively straddling both narratives [7]
My Investment Accounts Don't Withhold Capital Gains.Can I Avoid a Large Tax Bill?
Yahoo Finance· 2025-10-02 07:00
My investment accounts don’t withhold taxes from my capital gains, which is causing me to owe large amounts when I file my returns. How can I mitigate this situation? -David As capital gains distributions are unpredictable and usually unknown until the end of the year, it can be difficult to properly plan for them. Taking proactive steps to anticipate and “prepay” your tax bill can help you avoid an unmanageable balance due in April. Read on for more information on how to manage your tax liability through ...
Moving Averages of the Ivy Portfolio and S&P 500: September 2025
Etftrends· 2025-10-01 22:21
Ivy Portfolio Overview - The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale, constructed with 5 ETFs to achieve diversification and reduce risk [2][5] - The portfolio consists of domestic stocks, international stocks, bonds, real estate, and commodities [10] Ivy Portfolio Strategy - The strategy involves creating a diversified portfolio with equal weight across major asset classes, calculating a 10-month moving average of closing prices, and adjusting positions based on whether funds close above or below their moving averages [3][5] - At the end of September, all five ETFs in the Ivy Portfolio remained in an "invest" position, as none closed below their 10-month or 12-month simple moving averages [5][7] S&P 500 Performance - The S&P 500 closed September with a monthly gain of 3.5%, marking the fifth consecutive month of gains, and closed 10.3% above its 10-month simple moving average [8][10] - The index also closed 10.9% above its 12-month simple moving average, indicating a strong performance and maintaining an "invest" position [12] Moving Averages Strategy - Utilizing a moving average strategy can effectively manage the risk of severe losses during bear markets, with the S&P 500's performance since 1995 demonstrating the strategy's effectiveness in capturing upside while reducing losses [9][10] - The 10-month exponential moving average (EMA) has produced fewer whipsaws compared to the simple moving average, closing 9.2% above its 10-month EMA in September [13] Conclusion - All three moving average approaches (10-month SMA, 12-month SMA, and 10-month EMA) remained in an "invest" position at the end of September, reflecting a positive market trend [14]
RiverNorth Closed-End Funds Declare Monthly Distributions
Businesswire· 2025-10-01 21:00
WEST PALM BEACH, Fla.--(BUSINESS WIRE)--In accordance with the RiverNorth closed-end funds (the "Funds†) level distribution policies, the Funds have established the distribution dates for October, November and December 2025. The payments of the distributions are subject to Board approval. Ex Date Record Date Payable Date 10/15/2025 10/15/2025 10/31/2025 11/14/2025 11/14/2025 11/28/2025 12/15/2025 12/15/2025 12/31/2025 Tax-Exempt Distributions1 Fund Name Ticker Distribution Per Share Net Asset V. ...
Highland Global Allocation Fund Declares Monthly Distributions of $0.088 Per Share - Highland Glb Allocation (NYSE:HGLB)
Benzinga· 2025-10-01 21:00
DALLAS, Oct. 1, 2025 /PRNewswire/ -- Highland Global Allocation Fund (NYSE: HGLB) ("the "Fund") today announced the declaration of monthly distributions of $0.088 per share, payable on the dates noted below. Under the Fund's level distribution policy, the annual distribution rate has been reset to an amount equal to 8.5% of the average of the Fund's net asset value ("NAV") per share, as reported for the final five trading days of the 2024 calendar year. The Fund is declaring distributions of $0.088 per mont ...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution and Quarterly Preferred Shares Dividend
Globenewswire· 2025-10-01 20:15
CHICAGO, Oct. 01, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the “Trust”) has declared its regular monthly distribution of $0.070 per share of the Trust’s common shares (NYSE: XFLT). The Trust also declared preferred dividends for the quarter of $0.40625 per share of the Trust’s 6.50% Series 2026 Term Preferred Shares (NYSE: XFLTPRA). The following dates apply to each declaration: Share ClassEx-Dividend DateRecord DatePayable DateAmountChange from Previous DeclarationXFLT ...
DoubleLine Income Solutions Fund Declares October 2025 Distribution
Prnewswire· 2025-10-01 13:10
Accessibility StatementSkip Navigation TAMPA, Fla., Oct. 1, 2025 /PRNewswire/ -- DoubleLine Income Solutions Fund (the "Fund"), which is traded on the New York Stock Exchange under the symbol DSL, this week declared a distribution of $0.11 per share for the month of October 2025. The distributions are subject to the following ex-dividend, record and payment dates set by the Fund's Board of Trustees. October 2025 | Declaration | Wednesday, Oct. 1, 2025 | | --- | --- | | Ex-Dividend | Wednesday, Oct. 15, 202 ...
SABA Announces $0.058 Dividend
Businesswire· 2025-10-01 12:45
NEW YORK--(BUSINESS WIRE)--Saba Capital Income & Opportunities Fund II (NYSE: SABA) (the "Fund†), a registered closed-end management investment company listed on the New York Stock Exchange, declared a monthly dividend of $0.058 per share on September 30, 2025, payable on October 31, 2025 to shareholders of record as of October 9, 2025. Managed Distribution Plan. The above distribution was declared in accordance with the Fund's currently effective managed distribution plan (the "Plan†), whe. ...