Tag: CEFs

Had a large 3-month T-Bill expire, so instead of buying another one yielding only about 4.5%, I re-deployed these funds as follows: $ICSH  iShares Ultra Short-Term Bond Active ETF, yields 5.26% $SGOV  iShares® 0-3 Month Treasury Bond ETF, yields 5.23% $IFN  The India Fund Inc, yields 11.7% I have many closed-end funds for their consistent […]

Kinder Morgan (KMI) Bought 190 shares @ $26.3599 Yield 4.35% Energy infrastructure   Plains GP Holdings (PAGP) Bought 273 shares @ $18.28 Yield 6.75% Energy infrastructure   NextEra Energy, Inc. (NEE-PR) Added 220 shares @ $43.0193 Yield 8.04% Electric utility, clean energy, preferred shares   Western Asset Emerging Markets Debt Fund (EMD) Bought 525 shares @ […]

Nuveen Taxable Municipal Income Fund ($NBB) Buy 315 Shares of NBB at Market (Day), Filled at $15.86, $4,995.90 Municipal bonds (taxable) closed-end fund Pays 7.24% monthly Allspring Multi-Sector Income Fund ($ERC) Buy 550 Shares of ERC at Market (Day), Filled at $9.15, $5,032.50 Limited duration bonds closed-end fund Pays 8.62% monthly Guggenheim Taxable Municipal Bond […]

My 50% profit target was hit on the $GOOGL Nov $155 short put option. I used the freed up cash to: Sell a Chevron $CVX put option. YOU SOLD OPENING TRANSACTION PUT (CVX) CHEVRON CORP NEW COM NOV 15 24 $145 (100 SHS) (Cash) @ $2.29 ($229), representing an annualized yield of 18.60%. Chevron is […]

Today I had a short term T-bill mature, so I used those funds to buy some higher-yielding investments. As interest rates come down, T-bills will no longer be as attractive, so I am adding to my holdings in preferred stocks and limited duration bonds. NextEra Energy, Inc. Preferred UNIT 09/01/25 ($NEE-PR)  7.40% Cohen & Steers […]

Closed 1 AMD cash-secured put for an 80% profit, freeing up some cash to work with. Closed 2 NVDA cash-secured puts for an 80% profit, freeing up some cash to work with. Sold 3 cash-secured puts on stocks I would not mind owning if they get assigned to me: AAPL Sep-12-2024, Sell to Open 1 […]

Added to two of my holdings today: Gabelli Global Utility & Income Trust (GLU) +59 Shares @ $14.55 Current discount -7.11% Distribution rate 8.28% Pays monthly Uses no ROC NewLake Capital Partners, Inc. (NLCP) +45 Shares @ $19.03 Yield 9.07% All green ratings on Seeking Alpha Sold two cash-secured put options on stocks I would like […]

Had some available cash, so I added to three positions today: NewLake Capital Partners, Inc. (NLCP)  9.53% yield, all green ratings on Seeking Alpha Buy 17 Shares of NLCP at Market (Day) Filled at $18.20 $309.40 Gabelli Global Utility & Income Trust (GLU)  monthly dividend payer, 8.44% yield, currently selling at a discount of 4.37%, […]

Sharing my entire portfolio, comments appreciated! Ranked by dividend yield; includes my stock/eft shortlist and CEF shortlist. https://docs.google.com/spreadsheets/d/1-_w5WSeSSmIT_1FFwLMMId_PGUsdaVa1qBCnVpklPPE/edit?usp=sharing I have mostly high yield stocks, ETFs, CEFs, and T-Bills. Some growth stocks like TSLA, AAPL. Not included on the spreadsheet are my covered call and cash-secured put options. Comments appreciated! How many of these do you […]

Took profits today (bought back) on a short UBER put option. Divided the cash evenly between two new holdings that I’ve been wanting: Gabelli Global Utility & Income (GLU), a global, closed-end, utility fund currently selling at a -7.36% discount 8.58% yield, pays monthly, very steady uses reasonable leverage, 29.8% reasonable expenses, 1.45% uses no […]