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BST - Closed-End Funds: 5 Things To Check First
June, 30 2021 09:31 AM
BlackRock Science and Technology Trust of Beneficial Interest
When I get a question on a CEF or am looking at a new CEF, these are the first 5 things I will check. The five places I want to look first are; 1. Investment Policy, 2. Quick Review of Holdings, 3. Discount/Premium, 4. Performance, 5. Distributions. Once these items are checked, I can form somewhat of an initial opinion and tell if I want to invest in the fund or not by this point. If on these checks, the fund passes, I would continue to explore the fund more in-depth. For further details see:
Closed-End Funds: 5 Things To Check First
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