CHI News and Press, Calamos Convertible Opportunities and Income Fund From 03/11/22

Today, we are looking at how to tell if a fund might be paying a sustainable distribution or not. We use several examples covering both fixed-income and equity funds to help highlight their differences. Overall, fixed-income funds are more straightforward to analyze than equity fu...

The war in Ukraine and its impact on oil prices leaves few safe options for investors seeking high yield while preserving capital. I look at 2 CEFs and a Treasury Bond that is indexed to inflation for investors to consider that offer high-income yields and relative safety. I belie...

NCZ and its sister fund NCV share many similarities as convertible and high-yield bond investing funds. I've covered NCV previously, but NCZ looks to be a better deal at this time due to the discount. While these funds are higher-yielding funds in the convertible space, there are ...

CHI has a yield of 8.6%. This is attractive if the distribution can be supported. I continue my series digging into CEFs beyond the yield with a look at CHI. Given the uncertainty over the Fed's coming interest rate actions, adding small amounts of shares on down days is the way t...

BCV has been getting hit by the market, and discounts have expanded, similar to its sister fund, ECF. These funds operate in the convertible space, but BCV seems to be more pure-play. Interest rates can play less of a role in the performance of convertibles; instead, it generally ...

CHY had previously been a position in my portfolio. I currently hold CHI - which is incredibly similar. Between the two today and whether one should be chosen over the other, CHY shows a bit lower of a premium than CHI. These have been strong performing funds, and CHY currently ha...

For income investors, closed-end funds remain an attractive investment class that covers a variety of asset classes and promise high distributions and reasonable total returns. Closed-end funds are generally characterized by higher volatility and deeper drawdowns than the broad market...

The S&P 500 has not only fully recovered from the lows of the 2020 pandemic but has added on nearly 45% compared to the beginning of 2020. Will the current bull run continue in 2022, or are we heading towards a cliff? Should you invest now or wait for lower prices? We provide ...

October saw the broader indexes return to higher levels after September's dip. I wasn't aggressively buying for the month but found a few pockets worth putting capital to work in. This past month also included two positions that I sold; overall, allowing my net cash position to bu...

No portfolio or strategy can be perfect. But can there be a strategy that can work well in a bull market, a bear market, or a stagnant market, generate a decent income, and conserve capital, all at the same time? We also want our strategy to avoid roller-coaster rides of index investi...