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Should You Investment 100% of Your Retirement in Closed-End Funds?

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Manage episode 473471051 series 3234219
Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of selling closed-end funds after 5% gains.

We also explore the pros and cons of closed-end funds relative to open-end mutual funds and ETFs.

Episode Sponsors

Stawberry.me

NetSuite

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

The Closed-End Fund Market, 2023—Investment Company Institute

The Income Factory: An Investor’s Guide to Consistent Lifetime Returns by Steven Bavaria—McGraw-Hill Companies

Retirement Money Secrets: A Financial Insider's Guide to Income Independence by Steve Selengut—RIC LLC

How to Invest in Closed-End Funds—Money for the Rest of Us

Investing in Closed-End Funds Course—Money for the Rest of Us

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

537 episodes

Artwork
iconShare
 
Manage episode 473471051 series 3234219
Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of selling closed-end funds after 5% gains.

We also explore the pros and cons of closed-end funds relative to open-end mutual funds and ETFs.

Episode Sponsors

Stawberry.me

NetSuite

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

The Closed-End Fund Market, 2023—Investment Company Institute

The Income Factory: An Investor’s Guide to Consistent Lifetime Returns by Steven Bavaria—McGraw-Hill Companies

Retirement Money Secrets: A Financial Insider's Guide to Income Independence by Steve Selengut—RIC LLC

How to Invest in Closed-End Funds—Money for the Rest of Us

Investing in Closed-End Funds Course—Money for the Rest of Us

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

537 episodes

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