PDI News and Press, PIMCO Dynamic Income Fund From 07/03/23

2023-07-03 22:41:45 ET Summary The PIMCO Dynamic Income Fund carries significant risk due to its concentration in non-agency mortgage-backed securities and high-yield credit, particularly in the banking and finance sectors. The PIMCO Strategic Income Fund is considered a safer inv...

2023-07-03 15:03:27 ET Summary The Beta coefficient measures the behavior of a security relative to the market: a Beta greater than one indicates the investment is more volatile than the market, and vice versa. Standard Deviation, on the other hand, measures the range of an invest...

2023-06-30 15:26:27 ET Summary This article displays the first 6 months of 2023 high-yield performance. In just 6 months, I have achieved a 10% annual income growth rate exceeding my yearly goal of 8%. Portfolio yield was sitting at 12% for months providing excellent entry points,...

2023-06-29 11:26:44 ET Summary We provide a May update for the PIMCO CEF taxable suite. PIMCO taxable CEFs deleveraged slightly as total borrowings fell to a new low. Six-month rolling coverage stabilized and recovered as we expected in the last monthly update. We discuss ...

2023-06-28 08:46:36 ET Summary The PIMCO Dynamic Income Fund offers a high dividend yield of 14% but has underperformed in 2023, remaining flat for the year and trading down by double-digits compared to its February high. The fund's underperformance cannot be fully explained by th...

2023-06-20 19:33:50 ET Summary Imagine stocks or funds that pay out their dividends once a month!  Your angst waiting for money is reduced by 300%, or more; unlike waiting for quarterly, semi-annual or (ugh) annual payouts. These May U.S. exchange-traded monthly-paid (MoPay) ...

2023-06-17 09:00:00 ET Summary Retirees, by the very definition of retirement, need to be financially independent. However, even for folks who are several years away from retirement, it can offer great benefits. We will go over our strategy as to how a diversified income and growt...

2023-06-15 05:00:26 ET Bill Gross is one of the great characters in the investment world: flamboyant, bold—and generally disliked by those who worked for him. But his PIMCO Total Return Fund saw over 9% annualized returns in its first decade, despite being a supposedly “bo...

2023-06-10 05:57:45 ET Summary Is it ever okay to invest in a CEF that trades at a premium to NAV? Is it ever NOT okay to invest in an attractive one at a discount? The Liberty All-Star Equity Fund offers a big 10.0% annual distribution (paid quarterly) and currently trades at a d...

2023-06-04 05:52:00 ET Income investors don't have to pick specific dividend stocks and bonds to buy. They can instead put their money into funds. The best of these funds have managers with the expertise to find opportunities that individual investors would normally be unable to spot. ...