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  • Michael Lee
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  • 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…

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  • Michael Lee
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  • Alternative investment . Business . Commodity . Dividend . ETFs and CEFs . Exchange-traded fund . Funds . Investing .

The research lists, "Inverse ETFs" and "Monthly Distributing Dividend Equities" are now available for download/purchase. The "Inverse ETFs" list is a list of over 150 inverse ETFs, compiled for an article written by Michael Lee on June 5, 2012.  This list includes inverse Alternative, Bond, Commodity, Currency, Equity, Multi-Asset, and Real Estate ETFs.  View the list here. The "Monthly Distributing Dividend Equities" list is a list of 69 equities that pay a monthly dividend, with dividends ranging from 1% to…

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  • Michael Lee
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  • 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…

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  • Michael Lee
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  • Business . Closed-end fund . Equity (finance) . Funds . Investing . P/B ratio . Real estate . Real estate investment trust .

Many undervalued equities have been performing significantly well in this, what appears to be, very optimistic month of January. I have, in this vein, continued to target high-yielding equities with strong returns, low price to book ratios; and those that otherwise appear undervalued... Read the full article at http://seekingalpha.com/article/322709-15-equities-yielding-10-and-selling-under-book-value-part-i-reits. Read the full series: 15 Equities Yielding 10%+ And Selling Under Book Value, Part I: REITs 15 Equities Yielding 10%+ And Selling Under Book Value, Part II: Closed-End Funds 15 Equities…

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