PCI News and Press, PIMCO Dynamic Credit and Mortgage Income Fund of Beneficial Interest From 12/31/19

2019 finishes with an extra kick for investors. Part of that is the continued strong run of the market, erasing memories of last year's near bear market and extending the decade-long bull. There also are plenty of market headlines and events that have sprung over the end of the year, from Ph...

This article was originally published on December 2nd, 2019. Cohen & Steers Closed-End Opportunity Fund ( FOF ) is a pretty popular go-to fund of funds, investing in other CEFs and ETFs. This can be a convenient fund for those that may not want to actively manage their CEF portfolio an...

Although risk-free yields have nudged up a bit after seven years of Fed ZIRP (zero interest rate policy) from 2008 to 2015, the desirability of investment grade or bank insured yield vehicles remains muted. Indeed, with the 10-year Treasury continuing to sit sub-two percent and the Fed easing ...

Closed-end funds have been around for a very long time - some date them back to the end of the 19th century as the 'original' mutual funds. This is some 30 years before the first mutual fund was formed in the United States. But both closed-end funds ("CEFs") and open-end funds ("OEFs") are...

Co-produced with Treading Softly When looking to invest in the market, investors will create many goals for themselves. They want to beat the S&P 500 ( SPY ) or generate more returns than their favorite famous investor. Perhaps, they copy the style of well-known names like Warr...

Co-produced with Beyond Saving At High Dividend Opportunities , we remain committed to providing our members with reports about the best fixed-income CEFs, preferred stocks, and bonds. We have been increasing the allocation of our model portfolio to high-yield preferred sto...

Co-produced by Stanford Chemist . This article was originally published on November 19 th , 2019. Closed-end funds have two main draws to them; they can be purchased at a discount to their net asset value and they have higher than typical payouts. Today, I wanted to cover the various metr...

Co-produced with Trapping Value Introduction Running out of money in retirement is one of the biggest worries that faces investors. Investors who have just retired or are in the process of calling it quits soon are obviously worried what kind of returns they can expect over the nex...

Co-produced by Stanford Chemist . This article was first published on November 9 th , 2019. The four main classes include; stocks/equities, bonds/fixed-income, cash/cash equivalents and tangibles/commodities. Through the four main asset classes that are recognized, investors can build a d...

A recent article penned by Rida Morwa did a fine job of presenting the positive portfolio and performance attributes of PCI - PIMCO Dynamic Credit Income Fund. The third-largest CEF by virtue of market cap (out of ~500 CEFs), PCI's NAV return over the past three years places it in the top ...