PGX News and Press, Invesco Preferred From 01/14/20

Introduction One of the first subscribers of Macro Trading Factory ("MTF") has approached me a day or two after we've published the initial allocations for the Funds Macro Portfolio ("FMP"), expressing his surprise that we have very little exposure to bonds on the portfolio. Valid questi...

When investing, I look to make purchases that pay income. Whether it's from dividends or interest, I like to see the periodic payments that show my money is working on my behalf. Putting cash in a money market account is likely to pay out less than it did a year ago because of the three cuts...

Are you eagerly awaiting retirement? Hopefully no. Excitement can be great, but "awaiting" is not. If you're eagerly planning for it, you're in a much better position. Planning allows you to eliminate a great deal of uncertainty. Unfortunately, few people are planning effectively. A shoc...

Investment Thesis Back in July, I wrote two articles for Seeking Alpha in which I examined six of the most popular preferred stock ETFs. In the first of those articles , I considered the VanEck Vectors Preferred Securities ex Financials ETF ( PFXF ) alongside two of its competitors. In th...

Unlike in the past, many investors today are focused primarily on income and secondarily on growth when building a portfolio. There are many reasons for this shift, including an increase in retirees and a general lack of high-yielding low-risk opportunities. Preferred equity ETFs have been a p...

The Global Economy is Slowing Down We have been predicting an economic slowdown for over a year now and that the global economy would slow down significantly. Today, we are starting to see clear signs of this deceleration reinforced by poor data releases from China, Japan and the Eurozone: ...

Buck social convention and focus on retirement planning from birth. Source In How To Retire (Your Kid’s Edition): Make New Rules , we discussed the seemingly foreign concept of not creating a college fund for your child, but opting to start saving for their retirement at or aro...

Introduction Actively managed funds have been a significant part of our history going back to our start in 1975. In fact, our first 11 mutual funds were actively managed. The numbers tell the story of how we've become one of the largest managers of actively managed funds in the worl...

Investment Thesis In my most recent article for Seeking Alpha , I set out to examine three of the most popular preferred stock ETFs ( PFF , PGX , and PFXF ) and determine which, if any, would be the next purchase for my portfolio. I ultimately decided that I would hold off on buying any p...

Investment Thesis When I first started investing, a chance conversation with a friend introduced me to the concept of preferred stock, that strange hybrid security possessing qualities of both stocks and bonds. Like many income-oriented investors, I was drawn to the promise of high yields...