I am a financial analyst currently studying for the Chartered Financial Analyst (CFA) - I have learned to invest mostly by Mark Meldrum courses. My analyses follow an approach based on the triangulation between valuation by multiples, discounted cash flow (DCF) and Dividend Yield. In addition to individual research on the respective companies, drivers and risks. I focus on the Consumer Discretionary and Consumer Staples sectors, prioritizing companies with smaller capitalization and low institutional covera ...

At the CEF/ETF Income Laboratory , we manage ~8%-yielding closed-end fund ((CEF)) and exchange-traded fund (ETF) portfolios to make income investing easy for you. Check out what our members have to say about our service.Juan is a contributor to the investing group CEF/ETF Income Laboratory which is led by Stanford Chemist. Features of the service include: managed income portfolios (targeting safe and reliable ~8% yields) making use of high-yield opportunities in the CEF and ETF fund space. These are geared ...

服务内容 - 提供封闭式基金(CEF)和交易所交易基金(ETF)投资组合管理服务 目标为安全可靠的8%收益率 [1] - 服务包括可操作的收益和套利策略建议 以及CEF和ETF的深度分析 [2] - 拥有超过1000名会员的友好社区 致力于寻找最佳收益投资方案 [2] 目标客户 - 适合主动和被动投资者 大多数持仓为月度派息产品 有利于加速复利和稳定收入流 [2] 团队背景 - 团队成员包括前财务顾问Nick Ackerman 拥有14年个人投资经验 曾持有Series 7和Series 66执照 [3] - 团队由Stanford Chemist领导 与Juan de la Hoz和Dividend Seeker共同为会员提供专业级研究 [2] 产品特点 - 专注于产生月度分红的基金或投资产品 部分ETF甚至提供周度分红 [2] - 采用收益和套利策略 帮助会员从CEF和ETF中获益 [2]