HTD News and Press, John Hancock Tax Advantaged Dividend Income Fund of Beneficial Interest From 05/31/21

UTG has paid a reliable monthly distribution since its inception. Not only has it been steady and reliable, but the fund increased several times and didn't reduce in 2008/09. Last year was a tough time for utilities, 2021 has been better but still rather weak with interest rate co...

Revisiting my top ten closed-end fund positions and how they have changed from earlier this year. There have been a few changes to my top positions, including HTD and UTG now being my largest positions. 2021 has been a great year so far; for my portfolio and the broader markets. ...

FT's discount still remains wide for a hybrid utilities/bond fund. It may be an attractive choice for the relatively conservative investor. FT has a discount of -12.46% and an annual yield of 4.92%, paid monthly. For further details see: A Pocket Of Value Left In Frankli...

All of the CEFs in my income portfolio continue to grow; in some cases, they have already exceeded their previous three-year highs. On one hand, the awareness that large sectors of the economy have yet to restart gives hope for further market growth. On the other hand, with some s...

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...

HTD has been paying investors a monthly income since its inception in 2004. They only cut their distribution once in 2009 and currently the fund has a distribution yield of 6.85%. The fund's discount has been disappearing as of late, but still seems like a reasonable hold or worth...

There are three primary things that I see a lot of newer CEF investors get hung up on; return of capital, section 19a and data aggregators distribution classifications. All three of these have to do with the tax character of the distributions and the mistakes that can be made. The...

Dollar cost averaging (DCA) makes it possible to build an equity position or a portfolio incrementally as you have money available. This strategy also minimizes the risk from a sell-off by spreading purchases over time. Conversely, lump sum investing immediately exposes the entire...

HTD has an attractive 7.26% yield, but only if it is sustainable. I continue a series where I look beyond the yield of a CEF to determine if it is a good long term source of income. With NAV rising over the last 10 years, as well as the last year, and no ROC in the distribution ov...

Looking at 4 funds that I picked up as we entered the bear market a year ago. I own all 4 of these funds still and have even added to some of them since those lows. Just as I was then, I'm still focused on being a long-term investor. For further details see: 4 Closed-End...