ZTR News and Press, Virtus Global Dividend & Income Fund Inc. From 02/02/21

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...

ZTR is a double-digit yielder, but the sustainability remains questionable - a cut could be in the future even after 2020's distribution cut. The discount had widened significantly after the prior distribution cut, and still remains tempting at the current level. The fund has an i...

For income investors, closed-end funds remain an attractive investment class that covers a variety of asset classes and promises high distributions and a reasonable total return. The market downturn earlier this year exposed the risk of high volatility and deep drawdowns with investin...

The election is over (almost, maybe, possibly, hopefully), and now it's time to examine potential portfolio changes for 2021. We look at making adjustments and/or re-allocations to reflect where we see the markets heading in the coming year. What sectors are looking good, bad or u...

For income investors, closed-end funds are an attractive investment class that covers a variety of asset classes and promises high distributions and a reasonable total return. The market downturn earlier this year exposed the risk of high volatility and deep drawdowns with investing i...

Markets returned to volatility as the tech boom became a tech wreck. The Nasdaq entered a full bear market falling over 20% from the peak. Our Core Income Portfolio is now over four years old and did well in September bucking the downward trend in the markets. Income (after tax) c...

Multi-asset investing has grown dramatically in popularity during the last decade. This segment of the market has been relatively underserved by benchmark providers historically. Many multi-asset funds have operated without a formal benchmark or have relied on peer group approache...

For income investors, closed-end funds are an attractive investment class that covers a variety of asset classes and promises high distributions and a reasonable total return. The market downturn earlier this year exposed the risk of high volatility and deep drawdowns with investing i...

ZTR cut their distribution in June. This led to the fund's discount to widen significantly. Prior to this cut, the fund was enjoying premium pricing. The 12%+ rate is quite attractive, and even while the cut went through, they could continue to struggle paying the same distributio...

In U.S. high yield bonds we find the riskiest of credits. I have some concerns about municipal bonds and am particularly concerned about municipal pension bonds. Our 'Borrower's Paradise' is also good news for many leveraged ETFs and closed-end funds. For further details see...