UTG News and Press, Reaves Utility Income Fund of Beneficial Interest From 02/14/21

Markets remained quite lofty, though later in January we got some volatility to spice things up. Overall, still holding a considerable cash position to take advantage of any market correction when it comes. The broader indexes were heading higher for most of the month before pulli...

Many investors are suspicious of closed-end funds' apparently magical ability to buy assets whose "natural" yield is, for example, 6%, and pay distributions of, say, 9%. Is there some sort of alchemy at work here? Often when things seem "too good to be true," they are too good to be t...

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. ...

Central banks, the Federal Reserve in particular, have really pivoted its policy approach to let inflation, if it were to start to pick up, to let it run a little bit hotter than maybe they have in prior cycles. Each energy cycle, I think, has played a part in influencing how investor...

Several of the utility/infrastructure funds in the CEF space are quite popular. They are a good fit for a CEF portfolio; providing steady income and steady appreciation due to their stability. Looking at a review of past performance, valuation, distribution and what looks potentia...

If you've just retired and had a sizable chunk of cash to put to work, where can you earn a decent income while preserving your capital? The stock market is in a new bull-market after a brief but deep correction last year. Will the market keep going higher, or are there signs of troub...

Nothing is guaranteed in life, but the chances of UTG paying 12 monthly dividends this year are pretty close. UTG has a solid track record of reliable and sustainable distributions. This has allowed them to grow their distribution over time and put up some strong total return perf...

2020 year-end review of our 8% Income Portfolio. This high-income portfolio has been through a pretty rough patch in the year 2020, but it's mostly back on its feet. The portfolio has been meeting its income goals handily but has not kept up in total returns this past year. We...

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...

I set my target dividend income high this year at $50,000. I only collected $45,273. If you don't miss your target on occasion, you are setting them high enough. Even though I missed my target dollar figure for dividends, I still grew my dividend income 19.59% over last year. ...