Portfolio Construction
- The Big Picture
- Portfolio Allocation Considerations
- Being Long-term Greedy
- Systematic vs. Idiosyncratic Investing
- Income Ideas For Rising Rates
- Alternatives To Cash
- Income Lessons Of 2020
- What Type Of Investor Are You?
- Choosing Between CEFs and ETFs
CEF Analysis
- CEF Allocation Considerations
- Building Resilient CEF Portfolios
- CEF Margin-Of-Safety Investing
- Ways To Mitigate The Risk Of Distribution Cuts
- CEF Allocation Approaches
- Understanding CEF Fee Structure
- Fair-Value Discounts In CEFs
- Generating Alpha with CEFs
- CEF Distribution Coverage Primer
- What Makes a ‘Quality’ CEF?
- CEF Manager Alpha
- Relative Value CEF Opportunities
- Drivers Of CEF Distribution Cuts
- Opportunities in Cross-Credit CEFs
- Are CEFs Good Dry Powder Assets?
- Dividend Capture In CEFs
- Target-term CEFs as Lower Duration Options
- Own CEFs For The Right Reasons
- Distribution Forecasting For CEFs With MDPs
- How Market Tilts Explain CEF Performance
- CEF Analysis Hazards
- The Role Of Swaps In PIMCO CEF Earnings
- Misplaced Focus On ROC
- Beware of the CEF ‘Free Lunch’
Preferreds Analysis
- Advantages Of Preferreds Over CEFs
- How To Diversify Interest Rate Risk
- Opportunities in Pinned-to-Par Preferreds
- Monetize the Complexity Premium in Preferreds
- Flipping Newly Issued Preferreds
- Preferreds vs. Common Shares?
BDC Analysis
Risk/Reward of BDCs in Income Portfolios