AVGOP News and Press, Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock Series A From 11/05/21

NCV was trading at a deeper discount earlier this year when we originally touched on this fund. The fund has a history of trading at premiums, but the latest reduction in the discount takes away some of the downside safety net. Delivering an ~8% distribution yield to investors mea...

Most of our work published here is meant for active investors, but this article is written with passive investors in mind. So, we present a portfolio for passive but conservative investors. We construct a portfolio solely based on funds or ETFs (Exchange Traded Funds). We also wil...

William von Mueffling's 13F portfolio value decreased this quarter from $14.85B to $14.67B. Cantillon increased Brunswick Corp while dropping Nielsen Holdings. The portfolio continues to be very concentrated with the top five positions accounting for ~26% of the 13F portfolio. ...

Jane's retirement accounts generated a total of $2,422.03 of dividend income for September 2021 vs. $1,923.29 of dividend income for September 2020. Jane's Traditional IRA had a balance of $406.8K as of September 30, 2021 vs. $306.4K on September 30, 2020. The estimated annualized yie...

Investors have been struggling for a long time to generate any sort of income due to the policies of the Federal Reserve. HTY invests in a global portfolio of dividend-paying stocks to produce a very attractive 9.92% yield. The fund has a lower allocation to the United States than...

A dashboard with metrics in technology industries. Value and quality scores and their evolution since last month. Focus on IYW. A few cheap stocks. For further details see: IYW: Technology Dashboard For October

Global X SuperIncome Preferred ETF has a simple strategy. Here, simplicity has not translated into good returns. In a market fraught with dangers, we tell you why this one is one we would move on from. For further details see: SPFF: A Great Time To Sell

Inflation concerns have started to affect market sentiment but it is highly uncertain if that will lead to a real market correction or just some short-term dips. I am continuing my monthly investment plans while still awaiting a market correction or possibly a real crash once market e...

Qualcomm and SSW Partners outbid Magna to buy Veoneer. Veoneer to pay a termination fee of $110 million to Magna. Meredith Corporation acquired by IAC/InterActiveCorp and Gray Television. For further details see: Merger Arbitrage Mondays - Qualcomm And SSW Partners Win T...

I made 4 transactions during the month. Dividends were up approximately $55. Forward dividend is now $779. For further details see: My Portfolio September Update - 4 Buys