UTG News and Press, Reaves Utility Income Fund of Beneficial Interest From 09/29/22

Summary I created my main income portfolio, based on closed-end funds, during the financial crash that occurred in the spring of 2020. Over the course of 2021, I gradually lightened my positions, taking advantage of the vehement rise in the market, and set aside the resulting liqu...

The utility sector includes water, electricity, waste collection, oil and gas, and the internet. These companies provide services that form the backbone of modern society, explains Rida Morwa, income investing specialist and editor of High Dividend Opportunities. For further details see: ...

Summary The UTF fund is a utilities and infrastructure focused closed-end fund. It has strong long-term total returns and has a current distribution yield of 7.6%. I am cautious on utilities and infrastructure funds in general due to rising interest rates. The Cohen ...

Summary Are you getting sick of this tug-of-war between inflation and recession worries? Steady dividends pay you to wait patiently and resist the urge to make bad decisions. Two picks with up to 7.1% yields from inflation-resistant sectors. Co-produced with "Hidde...

Summary Many investors misunderstand the difference between closed-end funds' distribution yields and their actual dividend yield. The popular UTG utility CEF has a 2% yield and returns around 5% per year in the capital, giving it a ~7% "distribution yield." UTG utilizes some ...

Summary 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 vo...

Summary DNP is a utility sector focused CEF. It has paid a consistent $0.065/month distribution for years. With sector valuations at extremes, it may be more difficult for the fund to generate sufficient returns to maintain distributions without resorting to return of capital....

Summary August was a month of significant changes in the structure of my overall portfolio, which now contains 22 securities. Thanks to the gain from the last securities that I purchased in the spring, I was able to close all previous positions that had been showing a continuous l...

Summary UTG invests primarily in defensive utility companies. It has a current distribution yield of 7.1%. Rising interest rates are a headwind for UTG. The Reaves Utility Income Fund (UTG) has many positive investment attributes. It has a stable and increasing distr...

Closed-end fund that pays out a reliable stream of income can help in the planning for retirement, explains Rida Morwa; in this special 5-part report, the editor High Dividend Opportunities highlights his favorite ideas for retirees and other income investors. For further details see: T...