BTO News and Press, John Hancock Financial Opportunities Fund From 10/21/20

Earnings have fallen more than 50% this year because of slow loan growth, lower margins, and higher provisions. The excess capital over regulatory minimums should give investors confidence banks can weather further headwinds. Future risks include lower for longer interest rates an...

Putting money to work every month can help continue to grow a strong income that grows over time. 8 funds were bought, though two of them were a swap from a different investment. 5 new positions were added to my portfolio (2 of these were from swap opportunities,) while 3 were add...

Our "Hunker Down" portfolio is now about two months old and it's doing what it was designed to do. That is - generating a cash income that we hope is solid enough to continue through "thick and thin," whatever that turns out to be. Income up slightly, as one fund, FLC, increased i...

We analyze performance trends in closed-end-funds this year along with themes by asset classes. Equity funds with concentrated exposure to Technology and Healthcare are among the biggest winners this year. Energy focused funds have underperformed given the weaker pricing environme...

The expected 2020 EPS growth rate for the Financial sector improved from -36% to -32% by the end of July '20 but has remained stagnant since. 2021's expected revenue growth was greater than the 2020 percentage decline until April 10th, and then, 2020's expected percentage decline ecli...

The Technology sector has been the hardest hit group since the S&P 500's last all-time high on September 2nd. As a result of those declines, the sector's weighting in the S&P 500 has dropped roughly 1.5 percentage points from 28.85% down to 27.35%. The Technology sector ha...

Written by Nick Ackerman, co-produced by Stanford Chemist John Hancock Financial Opportunity Fund ( BTO ) allows investors one investment to invest in some of the largest financial institutions in the U.S. However, the fund's current valuation is a bit stretched - perhaps warranting caut...

Written by Nick Ackerman, co-produced by Stanford Chemist Section 19(a) Notices can sometimes confuse or be a bit misleading to investors. This can be especially confusing for newer closed-end fund investors that are just getting started. There are so many terms, to begin within investin...

Author's note: This article was released to members on August 19, 2020. Please check latest data before investing. The Weekly Closed-End Fund Roundup will be put out at the start of each week to summarize recent price movements in closed-end fund [CEF] sectors in the last week, as well...

[This portfolio was introduced to our Inside the Income Factory members on July 20] "Hunker Down" Portfolio Given what we don't know about the future course of the pandemic here in the United States, how it will affect our economy and our financial markets, and what our political fut...