我給各位推薦一個CEF

CEF stands for close end fund, typically managed by PIMCO or BlockRock for aggressive income (aka Dividend)


PIMCO is the leading firm in this space, its best funds are PTY and PDI

PTY, for example, even beats SP500 in last 20 years as total return

currently, PTY dividend is 10% and PDI is 14%

所有跟帖: 

With Fed rate cut cycle coming -三心三意- 給 三心三意 發送悄悄話 (348 bytes) () 07/31/2024 postreply 10:00:10

頂。前一段進的 NZF,NAD, NAC muni CEF 也都回報可觀。 -薄利多收- 給 薄利多收 發送悄悄話 (0 bytes) () 07/31/2024 postreply 10:09:42

我重倉PTY and PDI -三心三意- 給 三心三意 發送悄悄話 (58 bytes) () 07/31/2024 postreply 10:13:12

but the total fund value keep going down in the past 10 year -CLM2020- 給 CLM2020 發送悄悄話 (164 bytes) () 07/31/2024 postreply 10:23:39

These are income fund, you need to add dividend into it -三心三意- 給 三心三意 發送悄悄話 (225 bytes) () 07/31/2024 postreply 10:27:32

thank you, that's very clear to understand -CLM2020- 給 CLM2020 發送悄悄話 (0 bytes) () 07/31/2024 postreply 10:31:10

comparing with SPY -CLM2020- 給 CLM2020 發送悄悄話 (81 bytes) () 07/31/2024 postreply 10:25:37

三心三意 bro , could you please explain more how these two funds -CLM2020- 給 CLM2020 發送悄悄話 (73 bytes) () 07/31/2024 postreply 10:27:08

Income fund means.... -三心三意- 給 三心三意 發送悄悄話 (439 bytes) () 07/31/2024 postreply 10:32:20

謝謝!CEF賣的時候有什麽限製?賣的費用? -途中燕子- 給 途中燕子 發送悄悄話 途中燕子 的博客首頁 (0 bytes) () 07/31/2024 postreply 10:31:06

You buy and trade them just like any other ETFs -三心三意- 給 三心三意 發送悄悄話 (0 bytes) () 07/31/2024 postreply 10:32:58

謝謝 -途中燕子- 給 途中燕子 發送悄悄話 途中燕子 的博客首頁 (0 bytes) () 07/31/2024 postreply 10:41:44

沒有免費午餐,from Seeking Aplha -雲起時99- 給 雲起時99 發送悄悄話 雲起時99 的博客首頁 (3182 bytes) () 07/31/2024 postreply 10:38:13

Yeah,but its record speaks for itself (我持有15年了) -三心三意- 給 三心三意 發送悄悄話 (0 bytes) () 07/31/2024 postreply 10:42:36

十五年前,你也可以選MSFT/APPL。。。。 -雲起時99- 給 雲起時99 發送悄悄話 雲起時99 的博客首頁 (183 bytes) () 07/31/2024 postreply 11:02:35

As said, this is for "income fund". -三心三意- 給 三心三意 發送悄悄話 (195 bytes) () 07/31/2024 postreply 11:18:33

sure, if u can stand the volatility, more power to u. -雲起時99- 給 雲起時99 發送悄悄話 雲起時99 的博客首頁 (0 bytes) () 07/31/2024 postreply 11:24:50

PIMCO has some of the best CEF managers in this country -三心三意- 給 三心三意 發送悄悄話 (0 bytes) () 07/31/2024 postreply 10:43:42

適合在退休賬號裏投,把每月分紅再投入。否則不但分紅要上稅,而且隨著時間股價減低,每月分紅也降低, -慢想者- 給 慢想者 發送悄悄話 (195 bytes) () 07/31/2024 postreply 10:44:41

Yes, thank for that. I should have mentioned it -三心三意- 給 三心三意 發送悄悄話 (0 bytes) () 07/31/2024 postreply 10:48:43

這兩個cef的premium一直比較高,也許是因為表現一直很好。它們的分紅基本上是income,很少包含 -llarry- 給 llarry 發送悄悄話 (50 bytes) () 07/31/2024 postreply 11:06:56

I dont recall PTY ever did RoC in last 15 yrs -三心三意- 給 三心三意 發送悄悄話 (139 bytes) () 07/31/2024 postreply 11:20:47

2017和2019有過幾個月的。 -llarry- 給 llarry 發送悄悄話 (0 bytes) () 07/31/2024 postreply 11:28:58

PDI Ex-Dividend Date Oct 11, 2023 現在買沒有分紅了? -shineboy2- 給 shineboy2 發送悄悄話 (107 bytes) () 07/31/2024 postreply 12:38:09

PDi is monthly div. next one should be Aug -三心三意- 給 三心三意 發送悄悄話 (0 bytes) () 07/31/2024 postreply 17:08:00

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