Why CEFs Will Soar in 2019 (and NOW is the time to buy)

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If you own a diverse portfolio of closed-end funds (CEFs), you’re probably sitting on some nice gains in 2019—and there’s a great chance those gains have crushed the S&P 500.

So here, at nearly the two-month mark, it’s worth pausing to see where things stand, and where we should be looking for the next big winners.

Big Gains Everywhere You Look

So far, the average CEF is up 7.5% in 2019 and February isn’t even over. This run-up is everywhere, with only five of the nearly 500 CEFs tracked by our CEF Insider service slipping on the year.

The few funds that are down have nothing to do with the rest of CEF-land.… Read more

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Today I’m going to show you the 3 best closed-end funds of 2017—and reveal a surprising prediction for each of these powerhouse CEFs in 2018.

The prediction? That after soaring up to 58.8% in 2017, these 3 rock-solid CEFs aren’t done yet. In fact, I see all 3 posting double-digit gains in the next 12 months, too!

More on these 3 winning funds in a moment. (And if you’re unfamiliar with CEFs, click here for a full primer on them.)

First, let’s take a very fast look at…

The Year That Was in CEFs

In CEFs, the biggest winners of 2017 had a lot in common, and that made it easy to separate the losers from the winners, because the whole market seemed to agree on 3 things:

  1. Tech is where to put your money.


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So far, 2017 is shaping up to be a great year for US stocks, but there are plenty of funds that are doing much better than your typical passive index fund.

In fact, some funds are so hot that they’ve already shot up over 30% in 2017 and show little sign of slowing down.

Two big trends are at work here, and each has far-reaching implications, not only for these funds but for the economy and stock market as a whole. Both are also extremely important trends that few investors truly understand.

What am I talking about? The US dollar’s weakness and the future of rising interest rates.…
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Closed-end funds are absolutely crushing the S&P 500.

So far in 2017, the SPDR S&P 500 ETF (SPY) is up 7.8%, including dividends. That’s impressive considering the geopolitical calamities, unpredictable moves from the White House, economic uncertainty and rising interest rates the market is facing.

But what’s even more impressive is that over 200 closed-end funds (CEFs) are up even more than that.

Let’s take a look at our new CEF Insider research service’s proprietary Total CEF Index.

Of the 500 funds it covers, almost half (229) are beating the S&P 500 so far in 2017. And it’s hard to nail down a common thread that ties them all together.…
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About Author

Brett

Hi, I’m Brett Owens – and I’m a financial junkie. My “problem” started incollege, when I got a little dose of the stock market – man, was I hooked…in no time, I was reading the Wall Street Journal religously.

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