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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...
Despite suffering steeper losses in the March panic and again in the September/October correction, the Russell 1000 finished 2020 with a threefold lead over its global peers (up 21% versus 6.8%, respectively). As was the case globally, P/E multiple expansion, rather than dividend or f...
Some readers had showed interest in hearing what my personal top ten positions are. Using Portfolio Visualizer's tools looking through my top ten can provide some interesting data. These names should all be familiar, as a lot are held in the CEF/ETF Income Laboratory model portfol...
Let's say you cashed out prior to the 2020 crash or maybe have a large cash reserve for any other reason. Is it time to get back in the market? The S&P 500 has not only fully recovered but has added on nearly 15% compared to the beginning of 2020. Should you invest now or stil...
12 out of 23 CEF sectors positive on price and 13 out of 23 sectors positive on NAV last week as markets take a breather. MLPs lead while real estate lags. EHT unexpectedly boosts its distribution as it enters its final year. For further details see: Weekly Closed-End Fu...
The average PIMCO taxable leverage level has fallen for the second month in a row, a rational response to credit valuations that are nearly fully priced. PIMCO CEF discount levels have recovered significantly. If we exclude funds that have cut distributions, the average premium is qui...
CEFs are a must have tool in any income portfolio. The rotation from growth to value is happening, driving up prices of value investments. We look at three great CEFs to take advantage of this rotation. For further details see: Need Income? 3 Monthly-Pay CEFs With Yields...
Asset valuations, in themselves, cannot tell us when bubbles will burst, but they suggest when we are witnessing them and the depth of liquidation coming on the other side. Today, equities, corporate and many sovereign bonds (and the funds and ETFs that hold them) are more extremely p...
PIMCO are experienced asset managers. PCI has a solid return history. Mortgages are not a bad investment in the current environment. PCI offers strong income, the valuation is okay, but not especially low. For further details see: PCI Offers A Juicy 10%+ Yield
Closed-end funds tend to be mostly thought of as income vehicles, but they are actually quite versatile and can play many roles in a portfolio. CEFs can be used to grow a portfolio over many years, or as an income vehicle, or even as an annuity if we are later in our investing career....
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PIMCO Dynamic Credit and Mortgage Income Fund of Beneficial Interest Company Name:
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Research Highlights: Data from 2017-2019 indicates Black and Hispanic adults faced disparities in initial diagnosis and treatment for a heart attack compared to white adults, according to a study of more than 87,000 adults with health insurance. Black and Hispanic adults were less likely...
NEW YORK, Dec. 13, 2021 (GLOBE NEWSWIRE) -- The reorganizations of each of PIMCO Dynamic Credit & Mortgage Income Fund (“PCI”) (NYSE: PCI) and PIMCO Income Opportunity Fund (“PKO”) (NYSE: PKO) with and into PIMCO Dynamic Income Fund (“PDI”) (NYS...
NEW YORK, Nov. 26, 2021 (GLOBE NEWSWIRE) -- The Boards of Trustees of the PIMCO closed-end funds below (each, a “Fund” and, collectively, the “Funds”) have declared a distribution for each Fund’s common shares as summarized below. The distributions a...