/Archives

  • Michael Lee
  • 0 Views
  • 0 Comment
  • CEF . Closed-end fund . Exchange-traded fund . FSD . Funds . GOF . HHY . High-yield debt . Investment . Investor . Mutual fund . NCV . NCZ . PGP . PHT .

With the significantly negative market performance that surrounded our last election, investors are acutely aware of a potential increase in market volatility as the days pass by. Though the factors that affected our markets in 2008 are significantly less of a concern this time around, safer, well diversified investments are, in my opinion, becoming very attractive as this year's election approaches. In a search for safety and diversity, many closed-end funds (CEF) can offer both; as well as a consistent…

READ MORE
  • Michael Lee
  • 1 Views
  • 0 Comment
  • Business . CEF . Closed-end fund . Exchange-traded fund . Funds . Income . Investing . Investor . Mutual fund . Net asset value .

The theoretical safety and predictability of mutual funds has, at times, attracted the conservative investor in me. But the actual transaction, unlike buying and selling stocks or ETFs, always left me wanting more excitement, more involvement. Closed-end funds (CEF), with their mutual fund-like management and their equity-like tradability, offer, in my opinion, a wonderful option for conservative, yet actively involved investors, like me. As CEFs pay out before-tax distributions to investors, they are also a great choice for those looking…

READ MORE
LATEST WORK