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home / news releases / XFLT - From Slide Rules To Spread Sheets: Coping With 'Analytic Overload'


XFLT - From Slide Rules To Spread Sheets: Coping With 'Analytic Overload'

  • When I started in the financial business, calculators were few and far between, and pencil and paper were our primary analytical tools. Forget about computers and spreadsheets.
  • Now we have a plethora of tools and data. But the basic questions - what is important? and what does it mean? - haven't changed.
  • I cut through the "analytic overload" to focus on what is most important to me.
  • Here are the factors I look at most carefully in evaluating closed-end funds as candidates for my Inside the Income Factory® portfolios.
  • Pretty basic stuff: What are the fund's objectives? Does it meet them? How does it do it? Can we count on it continuing to do so? Price and discount attractive?

For further details see:

From Slide Rules To Spread Sheets: Coping With 'Analytic Overload'
Stock Information

Company Name: XAI Octagon Floating Rate & Alternative Income Term Trust of Beneficial Interest
Stock Symbol: XFLT
Market: NYSE
Website: xainvestments.com

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