PTY News and Press, Pimco Corporate & Income Opportunity Fund From 06/12/22

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 ...

Inflation is over 8%, your cash is losing value rapidly. We look at 4 high-yield fixed income ideas with yields beating inflation. Buying fixed income on sale to regain value at maturity is one of the best choices you'll make today. For further details see: Your Cash Is ...

In 2016, I deployed a new DGI portfolio alongside an ETF portfolio for retirement income going forward. Both portfolios use an RMD withdrawal strategy. After 6 years, the RMD withdrawal method still outperforms the 4% rule. For further details see: 2021 Was Another Profi...

After 66 weeks and $6,610 allocated, the Dividend Harvesting portfolio is generating $463.67 in annual dividend income. The Dividend Harvesting portfolio has a 96.97% record of finishing the week in the black since its inception, 64/66 weeks. In week 66, I added Simon Property Gro...

Investing is simple: you just need to find quality titles, buy those titles at the lowest possible price, and keep them for the long term. Easy to say but not to do, at least for me, because I rank these steps in increasing order of difficulty. In this article I will describe, fro...

Give a man a dollar, feed him for a day. Teach a man about dividends, free him forever. We look at yields up to 9% while discussing two classic asset types for wealth development. A little education, a little help in the market, and a whole lot of income potential. For furth...

We review CEF market valuation and performance through the fourth week of May and highlight recent market action. The CEF space had a V-shaped bounce this week, recovering most of the previous losses for the month. Reversing their previous underperformance, Munis did well. We take...

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...

We review CEF market valuation and performance through the third week of May and highlight recent market action. The CEF space had a pretty flat weak as a modest tightening in discounts offset further NAV falls. We take a look at the question of relative performance between High-Y...

After 64 weeks and $6,400 allocated, the Dividend Harvesting portfolio is generating $450.88 in annual dividend income. The Dividend Harvesting portfolio has a 96.88% record of finishing the week in the black since its inception, 62/64 weeks. In week 64 I added to my current posit...