This 7-CEF Portfolio Yields 14.1%

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This 7-CEF Portfolio Yields 14.1%

The suits on Wall Street will say that $460K isn’t enough to retire on.

Well, that “modest” nest egg will earn $64,860 in dividends alone when invested in this simple 7-CEF portfolio.

CEFs are the code name for closed-end funds. They are a lesser-known cousin to exchange-traded funds (ETFs) and mutual funds. CEFs tend to have modest assets under management. Which is their superpower. Fewer assets mean greater yields!

Consider the 7-CEF portfolio we are about to discuss versus the standard high-yield stock benchmark ETF:

There is no comparison! But before we buy blindly, let’s do our homework and make sure these CEFs are not paper payout tigers.… Read more

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Make 2022 Your Year With These CEF Dividends up to 36.5%

With 2022 likely to be a wild ride, we income investors are going to lean on two key advantages. In doing so, we’ll secure 7% dividends no matter what the broader markets do.

First, we can secure this “head start” by January 1 by purchasing funds that yield 7%, on average. And these aren’t risky payouts, by the way. I’m talking about secure dividends funded by real cash flows.

And secondly, we can buy them from the bargain bin for just 90 or 95 cents on the dollar! That’s better than most investors, who pay full price (or more!) for their stocks.… Read more

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How to Get 7.3%-27.2% Yields (For Up to 10% Off, Too!)

Double-digit dividends are rare. A sky-high yield of 27.2% is an outright income unicorn.

Only in the merry world of closed-end funds (CEFs) would we see such a tale. It’s enabled by talented money managers who, thanks to wide investment mandates, serve as the Willy Wonkas of the CEF factory.

These managers have an endless bag of tricks at their disposal. They can put options to work. They can “double down” on their own bets. They can double, triple and even quadruple the yield on traditional investing strategies, leading to average yields in the high single digits and stretching all the way to 27.2%.… Read more

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This 5-Stock Dividend Portfolio Yields 12.3% (That’s No Typo)

Believe it or not, in today’s “no yield” world, there are still 845 stocks that boast dividend yields of 3%. And 34 that pay more than 10%!

You Still Have Options


Note: U.S.-listed companies and funds with market capitalizations or AUM greater than $300 million. Source: Standard & Poor’s

Big yields can make a big difference. A 3% payout on a million-dollar portfolio is $30,000 per year in dividends. That’s nice, but we can “supersize” it to $100,000 annually with the 10% payers.

If any of these yields are safe, of course.

In the world of high yield, security is tricky.… Read more

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20 Funds to Beat the Fed and Pocket Dividends up to 12.4%

There are 20 elite closed-end funds (CEFs) that have proven their toughness in the last 10 years (including through the Great Recession, the most brutal test of all) and have still handed investors market-beating returns.

And below we’re going to look at all 20 of them.

So if you’re looking for a proven dividend payer that will hold its own through today’s troubles—trade wars and rising interest rates, to name just two—these 20 funds are a great place to start.

The Toughest of the Tough

Some of these cash machines throw off dividends of 6.8% or more (and one I’ll tell you about in a moment pays a sky-high 12.4%!).…
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Sell All Your ETFs Now (and Buy These 8% Dividends Instead)

I had an odd experience a couple weeks ago.

I met up with some money managers and financial advisors. They were discussing the same problem: how tough it is to beat the market.

Since I focus on closed-end funds, and since I know of many CEFs that have beaten the market thanks to smart managers (I showed you 16 whose average return has crushed the S&P 500 back in November), I found this discussion puzzling. I asked them what they thought about the CEFs that have beaten the market.

The responses were pretty much the same. “It won’t continue … they were lucky … they just beat the market for a short period … index funds will ultimately outperform.”

A Cult in the Making

The trend toward passive index investing is turning into a cult.…
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Here’s Where to Find Easy Double-Digit Gains in 2018

At CEF Insider, we regularly pound the table on top-notch US closed-end funds (CEFs).

And we still see America as our “go to” for huge yields, income and big gains. But if you take a pass on other parts of the world, you’ll miss a proven way to cut your risk (thanks to the tremendous variety in the global economy) and big upside too.

That’s why we constantly keep our eyes trained on the horizon. And today, one particular place has caught our attention: Asia.

For a long time, Asian stocks were a sucker’s bet, for a couple reasons.

The biggest?…
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