The Best CEFs for Rising Interest Rates

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Thank you to our 1,578 Contrarian Income Report subscribers who attended our Q1 webcast last week! We received 114 questions during our one-hour call, plus several dozen more beforehand. Amazing.

Thank you for the thoughtful questions. I’ve read each and every one. Let’s chat about popular closed-end fund (CEF) topics today. (Next week, we’ll circle back with your equity-focused dividend questions.)

Q: Brett, what are your thoughts about Calamos Convertible Funds (such as CCD, CHI and CHY), which are currently yielding about 8%? Thank you.

Convertible bonds are a big beneficiary of Jay Powell’s money printing activity. Convertibles pay regular interest.… Read more

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Stocks or bonds? Why choose when:

  1. Stocks pay just 1.5%
  2. Bonds pay just 1.3%, yet
  3. There are little-known hybrid instruments yielding up to 7.9%!

These vehicles aren’t risky. They just happen to be favorites of Wall Street insiders who don’t want income investors like us crowding their favorite trades.

Unfortunately for them, we are not going to apologize for this article in advance. It’s time for us to discuss how to take the 1.5% yield from the S&P 500, the 1.3% yield from 10-year Treasuries—throw each in the trash—and instead type in the “convertible bond” tickers we’re not supposed to know about.… Read more

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Closed-end funds (CEFs) are the ultimate “sleeper” investment—if you hold them, you know they hand out massive dividends (7% yields, on average!). Plus, their often-discounted share prices set you up for serious upside, too.

But it looks like the mainstream crowd is about to crash our CEF party. That means if you’re not in now, this is the time to climb aboard, before our CEFs’ big discounts become a distant memory.

CEF Managers Put Out the Bait

Funnily enough, the ones drawing attention to CEFs these days are CEF managers themselves. According to The Wall Street Journal, these pros have been cutting their fees in a bid to draw in new investors.… Read more

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