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Why We're Buying The Dip On These 8% CEFs
Forbes· 2025-11-05 23:05
Bonds yield curve with world economic and money bank note.business and financial management.investment and asset locationgettySome of our favorite bond funds (yielding 8%+) just took a header. And it’s setting up the best buying opportunity we’ve seen in nearly three years for CEF investors.We can thank panicked mainstream investors for our shot here.CEF Investors Are Ultra-Conservative (and Easily Spooked)This opportunity is coming to us in closed-end funds, which we love for a lot of reasons—not the least ...
New York Mortgage Trust: Attractive Near-Term Returns From Baby Bonds
Seeking Alpha· 2025-07-13 20:20
投资策略 - 投资组合包括房地产投资信托基金(REITs)、优先股和高收益债券 [1] - 近期采用股票多头与备兑认购期权(Covered Calls)及现金担保看跌期权(Cash Secured Puts)相结合的策略 [1] - 投资理念基于长期基本面分析 [1] 研究领域 - 主要覆盖房地产投资信托基金(REITs)和金融行业 [1] - 偶尔涉及交易所交易基金(ETFs)及其他受宏观交易理念驱动的股票 [1]