我给各位推荐一个CEF

CEF stands for close end fund, typically managed by PIMCO or BlockRock for aggressive income (aka Dividend)


PIMCO is the leading firm in this space, its best funds are PTY and PDI

PTY, for example, even beats SP500 in last 20 years as total return

currently, PTY dividend is 10% and PDI is 14%

所有跟帖： 

• With Fed rate cut cycle coming -三心三意- ♂ (348 bytes) () 07/31/2024 postreply 10:00:10

• 顶。前一段进的 NZF，NAD， NAC muni CEF 也都回报可观。 -薄利多收- ♂ (0 bytes) () 07/31/2024 postreply 10:09:42

• 我重仓PTY and PDI -三心三意- ♂ (58 bytes) () 07/31/2024 postreply 10:13:12

• but the total fund value keep going down in the past 10 year -CLM2020- ♂ (164 bytes) () 07/31/2024 postreply 10:23:39

• These are income fund, you need to add dividend into it -三心三意- ♂ (225 bytes) () 07/31/2024 postreply 10:27:32

• thank you, that's very clear to understand -CLM2020- ♂ (0 bytes) () 07/31/2024 postreply 10:31:10

• comparing with SPY -CLM2020- ♂ (81 bytes) () 07/31/2024 postreply 10:25:37

• 三心三意 bro , could you please explain more how these two funds -CLM2020- ♂ (73 bytes) () 07/31/2024 postreply 10:27:08

• Income fund means.... -三心三意- ♂ (439 bytes) () 07/31/2024 postreply 10:32:20

• 谢谢！CEF卖的时候有什么限制？卖的费用？ -途中燕子- ♀ (0 bytes) () 07/31/2024 postreply 10:31:06

• You buy and trade them just like any other ETFs -三心三意- ♂ (0 bytes) () 07/31/2024 postreply 10:32:58

• 谢谢 -途中燕子- ♀ (0 bytes) () 07/31/2024 postreply 10:41:44

• 没有免费午餐，from Seeking Aplha -云起时99- ♂ (3182 bytes) () 07/31/2024 postreply 10:38:13

• Yeah，but its record speaks for itself (我持有15年了） -三心三意- ♂ (0 bytes) () 07/31/2024 postreply 10:42:36

• 十五年前，你也可以选MSFT/APPL。。。。 -云起时99- ♂ (183 bytes) () 07/31/2024 postreply 11:02:35

• As said, this is for "income fund". -三心三意- ♂ (195 bytes) () 07/31/2024 postreply 11:18:33

• sure, if u can stand the volatility, more power to u. -云起时99- ♂ (0 bytes) () 07/31/2024 postreply 11:24:50

• PIMCO has some of the best CEF managers in this country -三心三意- ♂ (0 bytes) () 07/31/2024 postreply 10:43:42

• 适合在退休账号里投，把每月分红再投入。否则不但分红要上税，而且随着时间股价减低，每月分红也降低， -慢想者- ♂ (195 bytes) () 07/31/2024 postreply 10:44:41

• Yes, thank for that. I should have mentioned it -三心三意- ♂ (0 bytes) () 07/31/2024 postreply 10:48:43

• 这两个cef的premium一直比较高，也许是因为表现一直很好。它们的分红基本上是income，很少包含 -llarry- ♂ (50 bytes) () 07/31/2024 postreply 11:06:56

• I dont recall PTY ever did RoC in last 15 yrs -三心三意- ♂ (139 bytes) () 07/31/2024 postreply 11:20:47

• 2017和2019有过几个月的。 -llarry- ♂ (0 bytes) () 07/31/2024 postreply 11:28:58

• PDI Ex-Dividend Date Oct 11, 2023 现在买没有分红了？ -shineboy2- ♂ (107 bytes) () 07/31/2024 postreply 12:38:09

• PDi is monthly div. next one should be Aug -三心三意- ♂ (0 bytes) () 07/31/2024 postreply 17:08:00