BKT News and Press, BlackRock Income Trust Inc. From 04/24/20

by Daniel Shvartsman We continue our Coronavirus Roundtable series of speaking with Marketplace authors about the current market by talking with Michael Gayed of The Lead-Lag Report . Gayed, also the portfolio manager for the ATAC Rotation Fund ( ATACX ), is a believer in a tactical app...

Closed-end-funds offer investors exposure to actively managed investment portfolios that oftentimes feature more dynamic strategies compared to passive ETFs. While many investors are attracted to the income profile of the various funds with corresponding impressively high yields and managed ...

The current market environment has affected retirees more than at any other time since the Great Recession of 2008. Yield Hunting has repeatedly stressed that Sequence of Returns Risk is one of the greatest, if not greatest, risk to the longevity of a retirees portfolio. Sequence of Retur...

(The following is our weekly commentary published each Sunday evening to our members. This is from April 12th, 2020) Macro Picture Stocks again recorded one of their best weekly gains on record as investors saw encouraging trends in the virus spread data. The flattening of the curve is...

Introduction The bottom line for me is that I’m not at all troubled saying (a) markets may well be considerably lower sometime in the coming months and (b) we’re buying today when we find good value. I don’t find these statements inconsistent. - Calibrating , ...

(This article was published to members of Yield Hunting on March 12th. All data herein is from that date. We have recently updated this analysis for members.) The down move in the markets definitely shows how funds are positioned and how they will react to a 'liquidity crisis'. The data he...

In November 2019, I had become very concerned about the massive upward movement that was occurring in the stock market. At this point, I decided it was time to look at reallocating and adjusting my positions in the market. I simply thought there would be a "correction" in the market. Just a co...

Overview Through the great inflation period of the late 1970s and for about thirty years prior all bonds taken broadly as an asset class were widely considered to be “certificates of confiscation” The portfolio losses were persistent and seemingly endless. But near the end ...

Main Thesis The purpose of this article is to evaluate the BlackRock Income Trust ( BKT ) as an investment option at its current market price. Mortgage debt is an asset class I have been recommending for quite a while, and I continue to see merit in owning it today. With the market in "ris...

Background Information : With my previous article – My 20/20 Vision for the Year 2020 – I outlined my plans for 2020 and the structure of a fictive portfolio using dividend-paying stocks I hold in my personal stock accounts. The 2020 portfolio is based on allocating $10,000....