PKO News and Press, Pimco Income Opportunity Fund of Beneficial Interest From 02/05/21

Not all funds were forced to cut distributions during market panics. Today's list is of funds that have been paying the same or more regular distribution for a long time. These funds will now have made it through two different market panics, albeit the 2020 panic was much more brief. ...

At WisdomTree, we think there is a unique opportunity presented in developed markets-one best accessed through a quality- and dividend growth-focused framework. In 2015, we launched the WisdomTree International Hedged Quality Dividend Growth Fund (IHDG), which seeks to track the Wisdo...

Stocks in emerging markets continued to lead the major asset classes in January as the top monthly performer. Emerging markets shares have been up for four straight months, pushing this slice of the world's equities to a wide one-year lead of nearly 28%. US stocks are posting the ...

If it’s mainly big steady income payments you seek, this report reviews two fixed-income closed-end-funds that offer attractive yields of 9.2% and 7.3%, respectively. They both pay monthly (MOPAY), and trade at very attractive prices. This report shares the important detail...

I introduced the Simple Retirement Portfolios to investors last year. 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 their go...

Despite suffering steeper losses in the March panic and again in the September/October correction, the Russell 1000 finished 2020 with a threefold lead over its global peers (up 21% versus 6.8%, respectively). As was the case globally, P/E multiple expansion, rather than dividend or f...

Last year was tough for everyone, including investors. Staying afloat in the financial markets involved considerable effort. Having reached the end of a troubled 2020, it is time to take stock of how the funds in my portfolio performed. With one exception, all 14 CEFs in my portfo...

PKO has delivered a tremendous return in the last few months. While positive, it makes me question if these gains can continue. The fund's premium is a concern, as it is higher than a number of similar CEFs from PIMCO. The fund's income metrics are very weak. With interest rates t...

Asset valuations, in themselves, cannot tell us when bubbles will burst, but they suggest when we are witnessing them and the depth of liquidation coming on the other side. Today, equities, corporate and many sovereign bonds (and the funds and ETFs that hold them) are more extremely p...

The relationship between risk and return is of fundamental importance when choosing and evaluating a financial investment. For generations, investors have believed that risk and return are inseparable, convinced that the higher the returns, the greater the risks. I recently read a...