UTG News and Press, Reaves Utility Income Fund of Beneficial Interest From 03/28/22

Several of the utility/infrastructure funds in the CEF space are pretty popular. The utility and infrastructure space can be a good fit for a CEF portfolio, providing steady income through regular cash flow due to being necessary for everyday life. We will be looking at a review o...

With index investing, there's no escape from a roller coaster ride. For most people, especially retirees, it's very difficult to tolerate large and deep drawdowns. Retirees and conservative investors need income, growth to meet inflation, and most importantly, conservation of capital ...

Today, we are looking at how to tell if a fund might be paying a sustainable distribution or not. We use several examples covering both fixed-income and equity funds to help highlight their differences. Overall, fixed-income funds are more straightforward to analyze than equity fu...

There are several reasons why closed-end funds can pay higher distribution yields to investors. Closed-end funds can invest in more complex investments and include leverage or other strategies to help generate higher yields. These more stable payouts from these funds can be a mass...

Nobody begins an investment career with a fully-formed philosophy; it’s an achievement you can only realize after being exposed to life’s lessons. Twelve years ago, while “playing in the stock market,” I found myself overbalanced on natural gas but was save...

You can and should make money from everyday life. Midwives have delivered countless babies, and they are still prominently used in Europe. When you pay your bills, I get a cut. You can too. For further details see: Call The Midwife! Make Money At Home And At The Doctors ...

Return of capital is often misunderstood as always being a bad thing when showing up in the tax character of distribution. However, there is a significant benefit to return of capital for those held in a taxable account as a way to defer tax obligations. These can be deferred pote...

MGU is invested with a global tilt in the infrastructure and utility space, an area of the market that can be great for income investors. Despite the global tensions, MGU has been performing better than the broader markets, helped by energy exposure. MGU offers a lower distributio...

MEGI launched in October 2021 in a space that I watch particularly close as an income investor. The twist with this fund is that it is "thematic" in "megatrends" of decarbonization, digital transformation, and asset modernization. The fund launched with a monthly distribution of $...

If you’re relying on income from your portfolio, you know how annoying it is to manage a collection of quarterly dividend payers. Take five of the most popular dividend stocks on the market today: Johnson & Johnson (JNJ), JPMorgan Chase & Co. (JPM), Home Depot (HD),...