Check us out on a no-risk basis - sign up for a 2-week free trial! Check out Systematic Income and explore our Income Portfolios, engineered with both yield and risk management considerations. Use our powerful Interactive Investor Tools to navigate the BDC, CEF, OEF, preferred and baby bond markets. Read our Investor Guides: to CEFs, Preferreds and PIMCO CEFs. The popular CLO Equity CEF Oxford Lane Capital Corp (NASDAQ: OXLC ) cut its distribution by 11% this week, roiling the sector. The fund's price fell ...

Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance and identify the top eight closed-end funds for investment [1] - The investing group led by Fred focuses on quality dividend stocks and tech innovation companies, providing various market strategies [2] Group 2 - Fred Piard, a quantitative analyst with over 30 years of experience, has been investing in data-driven systematic strategies since 2010 [2]

Core Insights - Voya Infrastructure Industrials and Materials Fund (NYSE: IDE) is a closed-end fund focused on generating attractive total returns from infrastructure investments [1] - The fund aims to create 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 like the S&P [1] Investment Strategy - The fund's strategy emphasizes a balanced approach between growth and income, allowing investors to capture total returns that align with market benchmarks [1] - The focus on high-quality dividend stocks and other assets is intended to provide long-term growth potential and reliable income streams [1]

Group 1 - The article discusses the closed-end fund (CEF) market activity, providing insights from both individual fund news and broader market trends [1] - It emphasizes the importance of historical context in understanding current market dynamics [1] Group 2 - The article promotes the use of Interactive Investor Tools for navigating various financial markets, including BDC, CEF, OEF, preferred, and baby bond markets [2] - It encourages readers to explore investor guides related to CEFs and preferred securities [2] - A promotional offer for a 2-week free trial is mentioned, allowing potential investors to assess the services without risk [2]

Group 1: Guggenheim Strategic Opportunities Fund - The fund has maintained monthly distributions for over a decade but has not covered its net investment income for the last seven years, leading to a decline in its net asset value (NAV) [2][3] - The fund's NAV currently stands at $11.50, and it has increased leverage to boost investment income, which is not a sustainable strategy [3][4] - The market is pricing the fund at a 28.5% premium to its NAV, indicating a potential mispricing [4] Group 2: Whirlpool - Whirlpool is positioned to benefit from U.S. tariffs and the administration's support for American manufacturing, particularly against Asian competitors [5] - The company faces challenges from a weak housing market, which affects discretionary appliance sales, crucial for its earnings [6] - Whirlpool's annual dividend consumes $390 million in cash, while expected free cash flow (FCF) for 2025 is projected between $500 million and $600 million [9] - The company has $1.85 billion in debt maturing in 2025 and plans to refinance $700 million, but this could be jeopardized if earnings guidance is missed [10] Group 3: UPS - UPS's dividend may be at risk, and cutting it could enhance the company's investment potential [11] - The company initially estimated generating $5.7 billion in FCF while paying $5.5 billion in dividends, but guidance has become uncertain due to economic impacts from tariffs [11][12] - UPS is intentionally reducing lower-margin Amazon delivery volumes, which could further affect its financial outlook [12] - A dividend cut could allow UPS to allocate more earnings towards investments that improve return on equity (RoE) [13][15]

Group 1 - The article discusses the closed-end fund (CEF) market activity, providing insights from both individual fund news and broader market trends [1] - It emphasizes the importance of yield and risk management in investment strategies, particularly through the use of engineered income portfolios [1] - The article encourages the use of interactive tools for navigating various investment markets, including BDC, CEF, OEF, preferreds, and baby bonds [2] Group 2 - The company offers investor guides specifically focused on CEFs, preferreds, and PIMCO CEFs to assist investors in making informed decisions [2] - A promotional offer for a 2-week free trial is available, allowing potential investors to explore the services without risk [2]

Group 1 - The article discusses the importance of infrastructure in daily life, highlighting its role in energy production, transportation, and essential services [2] - It introduces two closed-end funds (CEFs) that offer diversified exposure to infrastructure investments, targeting safe and reliable yields of approximately 8% [2] - The CEF/ETF Income Laboratory provides managed portfolios, actionable recommendations, and in-depth analysis, catering to both active and passive investors [2] Group 2 - The CEF/ETF Income Laboratory has a community of over a thousand members focused on income investing and arbitrage strategies [2] - The majority of the holdings in the portfolios are monthly-payers, which aids in faster compounding and smoother income streams [2] - The article is authored by Nick Ackerman, a former financial advisor with over 14 years of personal investing experience [3]

Group 1 - The article discusses the closed-end fund (CEF) market activity, providing insights from both individual fund news and broader market trends [1] - It emphasizes the importance of historical context in understanding current market dynamics [1] Group 2 - The article promotes the use of Interactive Investor Tools for navigating various financial markets, including BDC, CEF, OEF, preferred, and baby bond markets [2] - It encourages readers to explore investor guides related to CEFs and preferred securities, highlighting the educational resources available [2]

Group 1 - The article provides a review of the closed-end fund (CEF) market, discussing both individual fund news and broader market trends [1] - It highlights the importance of yield and risk management in investment strategies, particularly through the use of engineered income portfolios [1] - The article promotes the use of Interactive Investor Tools for navigating various investment markets, including BDC, CEF, OEF, preferred, and baby bond markets [1] Group 2 - The article encourages readers to explore investor guides related to CEFs, preferreds, and PIMCO CEFs [2] - It offers a no-risk opportunity for potential investors to sign up for a 2-week free trial [2]

Group 1 - The article discusses the closed-end fund (CEF) market activity, providing insights from both individual fund news and broader market trends [1] - It emphasizes the importance of historical context in understanding current market dynamics [1] Group 2 - The article promotes the use of Interactive Investor Tools for navigating various financial markets, including BDC, CEF, OEF, preferred, and baby bond markets [2] - It encourages readers to explore investor guides related to CEFs and preferred securities, highlighting educational resources available [2] - A promotional offer for a 2-week free trial is mentioned, allowing potential investors to assess the services without risk [2]