PCI News and Press, PIMCO Dynamic Credit and Mortgage Income Fund of Beneficial Interest From 08/02/21

The US high-yield index is almost $1.6 trillion, but it pales in comparison to a broader global multi-sector universe that tops $8 trillion. Ever-changing global economic and market conditions mean every category has the chance of being the best or worst performing in any given year. ...

For most people, especially retirees, it's very difficult to tolerate large and deep drawdowns. But with index investing, there's no escape from a roller coaster ride. Early last year, we introduced the concept of the Near-Perfect Portfolio (NPP). Since that time, the market has made ...

I introduced the Simple Retirement Portfolios to investors about one year ago. Portfolios are meant to provide retirees with a simple way to invest their retirement savings, but with greater yields and performance than comparable funds and indexes. The portfolios have accomplished...

7-month review high yield portfolio yielding 8%. YTD performance for BDCs, mREITs and CEFs generating substantial cash flow. New strategy for Buy/Sell signals using email messaging sent directly to my cell phone. Investors can use the same email messaging for their own stocks....

Each stock traditionally has a hierarchy of factors: sector/industry classification, geographic classification, and residual exposures. These are known as style factors. As 2021 has progressed, the market has been much more rotational. Growth, value, beta, and momentum factors have al...

Not much has changed in the last month since our April update except that coverage ratios plummeted during the month. A lot of that is due to currency moves. The dollar fell significantly against the euro and the pound - also the fund is closing out currency loss positions that are an...

We review CEF market valuation and performance over the past week and highlight recent events. The CEF market is expensive, however you cut it. We take a look at select distribution changes, some weird action at quarter-end and discuss our stance. For further details see: ...

Compared to other income-oriented sectors like bonds and REITs, closed-end funds (CEFs) have considerably higher yields. Currently, the S-Network Composite Closed-End Fund Index (CEFX) has a yield of 6.97% and the S-Network Municipal Bond Closed-End Fund Index (CEFMX) has a yield of 4...

PIMCO Income Strategy Fund has provided steady income in good times and bad. We look at the current macro environment for generating high yields. Alongside the challenge of squeezing blood from stone, the fund also faces a second headwind. We would stay out at present. F...

As the world convalesced from the pandemic, stocks advanced in the second quarter and earnings rebounded across sectors. With business gains broadening amid complex market risks, we think investors should lean on quality to find stocks that will perform well in a normalizing world eco...