Previous 10 | Next 10 |
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...
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...
Reducing the tax obligation of an investor can mean greater returns when more of that cash is kept. When looking through closed-end funds, you will run across many funds that are tax-friendly. These are often equity funds to receive qualified dividends and long-term capital gains;...
ETO is quite similar to ETG; while I prefer ETG due to valuation, ETO could deserve a place in some investors' portfolios. ETO pays a monthly distribution that has been adjusted several times since the fund was launched. The latest level puts it at a relatively attractive 7.54% ra...
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...
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. Closed-end funds are generally characterized by higher volatility and deeper drawdowns than the broad market...
An American expert on horse race betting, Andrew Beyer, defined the psychological aspects related to the behavior of gamblers in two categories: “prime bets” and “action bets”. CEFs composing my Cupolone Income Portfolio are “prime bets;” they...
Certain Eaton Vance Closed-End Funds Announce Telephonic Annual Meeting Of Shareholders On February 10, 2022 PR Newswire BOSTON , Feb. 2, 2022 /PRNewswire/ -- The following notice relates to the combined Annual Meeting of Shareholders of Eaton Vance Short Duratio...
EATON VANCE CLOSED-END FUNDS RELEASE ESTIMATED SOURCES OF DISTRIBUTIONS PR Newswire BOSTON , Dec. 31, 2021 /PRNewswire/ -- The Eaton Vance closed-end funds listed below released today the estimated sources of their December distributions (each a "Fun...
This article reviews my portfolio of dividend growth stocks, DivGro. I summarize transactions and show how those transactions affect DivGro's projected annual dividend income. I opened two new positions in November and added shares to 17 existing positions. Additionally, I reduced the...
News, Short Squeeze, Breakout and More Instantly...
Eaton Vance Tax-Advantage Global Dividend Opp Company Name:
ETO Stock Symbol:
NYSE Market:
2024-06-21 09:02:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-10 18:50:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-01 00:14:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...