I reviewed the 1-year performance of my closed-end funds. Some have been doing great this year; some are average; some not so great. For reference, the $SPY has a 1-yr return of 20.36%, and a 1-yr total return of 21.81%. Nine of my CEFs outperformed the $SPY. $BSTZ, 1-yr return 45.47%, total return 64.54%, pays […]
Tag: autocallables
Recent Trades: $SPUC, $CAIE, $LQID
Open new cash-alternative position: $LQID, Kurv Enhanced Short Maturity ETF A new Kurv fund that will be targeting a 5.19% distribution rate Pays monthly Added to: $SPUC, Simplify US Equity Income ETF Yield (TTM) 11.13% Pays monthly $CAIE, Calamos Autocallable Income ETF Yield (TTM) 14.10% Pays monthly
Today’s Trades: $FSCO, $VAIE
$FSCO, FS Credit Opportunities Corp. Sold this underperforming closed end fund (CEF) and replaced it with a new high yield autocallable ETF from VegaShares. I was down over 30% on this fund. $VAIE, VegaShares US Equity Autocallable Income ETF Bought 161 shares @ $24.72 ($3,979.12) New fund targeting 15% yield Pays weekly I am slowly […]