PDI News and Press, PIMCO Dynamic Income Fund From 02/03/23

Summary We provide a December update for the PIMCO CEF taxable suite. Most funds deleveraged further while PDO added borrowings. Coverage continued to drop across all funds except PGP with only two funds now having coverage over 100%. We discuss the recent shift in the swaps por...

Summary Constantly swaying between narrative and reality, financial markets are supported and fueled by emotions, feelings, dreams, aspirations, and fears. When the narrative is shared, financial markets take a definite direction, drawing scenarios of growth or recession, as in the curr...

Summary FOF takes an approach of investing in other funds, primarily closed-end funds but also exchange-traded funds, too. This makes it a one-stop shop for instant and broad diversification across a diverse pool of different asset classes, sectors and industries. Unfortunately, at ...

Summary Imagine stocks or funds that pay-out their dividends once-a-month! Unlike waiting for quarterly, semi-annual or (ugh) annual payouts, your angst waiting for money is reduced by 300%, or more! These January U.S. exchange-traded monthly-paid (MoPay) dividends, upsides, and net-gai...

Summary PIMCO Dynamic Income Fund remains one of the most popular funds across the entire CEF space owing to its high yield and strong historic returns. One of the key performance factors for the closed-end fund since the start of last year has been its sensitivity to interest rates. ...

Summary Bonds are back, offering the highest yields in over a decade. With an emphasis on a fixed income, my portfolio is positioned for weaker growth but stronger markets in 2023. Using an income-compounding approach, I can continue to grow my future income stream for retirement by...

Summary The Dividend Harvesting Portfolio is now generating $758.88 in annual dividends, yielding 7.6%. The Dividend Harvesting portfolio has a 73.47% record of finishing the week in the black since its inception, 72/98 weeks. In week 98, I added to JEPI, PDI, PTY, and AQN. ...

Summary PIMCO offers two high-yielding fixed-income CEFs, PDI and PDO. Both invest with a relatively similar approach, but there are some differences. When it comes to costs, dividends, and the two funds' track records, there is one CEF that looks better than the other one. ...

Today we’re going to build ourselves a portfolio that hands us a 10.5% yield. And we’re going to do it with just three funds. The appeal of a 10.5% payout is tough to deny: when you’re getting that much of your investment back every year in dividends, you’ll re...

Summary Presenting our 2022 year-end review of our 8% Income Portfolio. This high-income portfolio earned over $29,000 in distributions (including year-end special distributions) amounting to over 14% yield-on-cost basis. The portfolio had a loss of -12.5% in 2022, compared to -18.2...