UTG News and Press, Reaves Utility Income Fund of Beneficial Interest From 04/11/21

There are three primary things that I see a lot of newer CEF investors get hung up on; return of capital, section 19a and data aggregators distribution classifications. All three of these have to do with the tax character of the distributions and the mistakes that can be made. The...

For income investors, closed-end funds remain an attractive investment class that covers a variety of asset classes and promise high distributions and reasonable total returns. The market downturn last year exposed the risk of high volatility and deep drawdowns with investing in close...

Global stocks rose in the first quarter, but volatile trading patterns reminded investors that the road to normal will be bumpy. Solid market gains masked rapidly changing market conditions. Perhaps the biggest overriding risk that surfaced in early 2021 is the power of a sentimen...

In week 5, I added 3 Closed-End Funds PTY, THQ and UTG while adding another share of AT&T. After my week 5 investments, my annual dividend income grew to $30.51 prior to compounding which is an overall yield of 6.27% from my 12 investments (excluding cash). I now have 6 compan...

Dollar cost averaging (DCA) makes it possible to build an equity position or a portfolio incrementally as you have money available. This strategy also minimizes the risk from a sell-off by spreading purchases over time. Conversely, lump sum investing immediately exposes the entire...

Annuities are another option for a place to put your hard-earned money and can be almost guaranteed for fixed annuities. They offer monthly cash flow in the distribution phase of their life and this can be immediate or deferred. Closed-end funds are also an excellent way to produc...

A massive bill to rebuild America’s aging infrastructure system, address climate change, and stimulate the U.S. economy is underway. The Utilities Sector is set to be one of the biggest beneficiaries. For income investors, the plan to rebuild America has opened for a unique...

CEFs are a great tool to get a high income. CEF management matters. Today we look at two CEFs that have never cut their distribution. Through market ups and downs, you can rely on this stable income. For further details see: Two High-Yield CEFs That Never Cut Their D...

GUT's rights offering has begun. A good move for managers to monetize the high premium while providing additional returns for shareholders. The offering is likely to be substantially accretive to shareholders. However, conservative income investors should avoid this fund at th...

For US Treasury investors, the starting place for inflation today is tough-there's not enough inflation-adjusted yield to cushion the pain. Treasury inflation-protected securities and similar inflation-linked bonds globally will outperform comparable-maturity Treasury bonds if inflati...