PFN News and Press, PIMCO Income Strategy Fund II From 07/11/22

PDO hiked its NAV distribution rate by 8%, now boasting a current yield of 10.77% as of this writing. The hike didn't catch our readers by surprise, as we've been discussing the fund's comically high coverage and UNII levels for months. We expect valuation of PDO to improve furthe...

Regular income from your investments can have a powerful impact on your goal of becoming financially independent and reaching your retirement goals. Only regular income can make you financially independent unless you have accumulated very large net worth. Being financially independent...

We told you to listen to your chart and avoid these funds. The returns have been anemic since then. We are likely now getting to the final selloff stage and one of these looks worse than the other. For further details see: PFL And PTY: We Are Entering The Final Meltdown ...

For the first time since the broad-based forced deleveraging during the COVID crash, the PIMCO taxable funds have been forced to shed assets. We discuss the level of the deleveraging as well as the drivers and likelihood of distribution cuts. We also highlight coverage and other k...

Being financially independent is a prerequisite for retirees, but can be a great stress reducer for younger folks who are several years away from retirement. We will go over our strategy as to how a diversified income portfolio with an in-built hedging mechanism with low volatility co...

We take a look at the PIMCO tax-exempt and taxable CEFs and highlight developments in leverage, income, valuation and performance. We also take a look at the changes in the duration profile of the taxable suite in response to shifting interest rates. We continue to see value in PD...

Being financially independent is a must for retirees but can be desirable even for folks who are much younger and are several years away from retirement. We will go over our thesis as to how a diversified income portfolio with an in-built hedging mechanism with low volatility could ma...

PTY, PFL and PFN have performed exactly as we expected. We go over the driving factors behind the accurate call and the recent moves by the Federal Reserve. Returns should be poor for some more time and investors should tread cautiously. For further details see: PTY, PFL...

WDI is a multi-sector bond fund that invests with a particular focus on being flexible. At this time, most of their positions are in high-yield bonds and MBS holdings. Since launch, the fund has been sliding downward, but it seems to be poor timing and not necessarily anything fun...

Recent market volatility has opened up discount valuation divergences between very similar CEFs. This offers income investors an opportunity to pick up additional yield, adopt a more defensive stance and generate alpha in their portfolios. We highlight a number of switches in the ...