Investors are hesitant to put new money into capital markets right now because equity markets are at all-time highs, bond yields are near historically low levels and valuations are rich…
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Where to Find 11% Yields
It’s time for some cautious optimism. Income investors have had it tough for too long now, settling for 2% yields on high-quality bonds and stocks…
Read article on BarronsAn Overlooked Fund That Provides Growth, Value And Income
As investors of closed-end funds, we frequently come across funds with altered or unconventional strategies that are disregarded by the market and trading at deep discounts. Despite being overlooked by most investors…
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Durable Income Strategy Investor Letter – July 2017
For the six months ended June 30, 2017, RVP Durable Income generated a 6.15% net return vs the Barclays High Yield Index Benchmark return of 4.93%. Since inception (June 1, 2014), Durable Income has generated a 9.12% annualized net return vs the Barclays High Yield Index’s annualized return of 4.64%. Durable Income invests in exchange traded, income oriented securities with the underlying goal …
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Spiderman Rally: Climbing a Wall of Worry – Investor Newsletter – 2017 Q2
The market has scaled dizzying heights over the last 8 years. Rallying in the face of political gridlock, stretched valuations, and a tightening Fed, the market is as undaunted as Spiderman swinging through Manhattan’s skyline. The rally may hang on longer, but…
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A Preferred Pick For Value-Hungry Investors
We are now in the ninth year of a historically-low yield environment. Despite the Fed’s chatter and volatile economic data, the low-yield environment continues without a clear end in sight…
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Durable Income Strategy Investor Letter – April 2017
For the quarter ended March 31, 2017, Durable Income generated a 3.91% net return vs the Barclays High Yield Index Benchmark return of 2.70%. Since inception (June 1, 2014), Durable Income has generated a 9.14% annualized net return vs the Barclays High Yield Index’s annualized return of 4.27%. Durable Income invests in exchange traded, income oriented securities with the underlying goal …
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A Long Cocktail Hour – Investor Newsletter – 2017 Q1
The parents (markets) are enjoying a tranquil period. The volatility index (VIX) is low, and stocks and bonds both posted positive returns for the quarter. The kids (Democrats and Republicans) are fighting again, but the markets seem to vacillate, from believing stimulus and reform are coming…
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An Investment for Value and Yield in Equity CEFs
Within the equity closed-end fund market, several funds exist with a primary objective of generating income and capital appreciation. While some believe this type of investment does not have a place in a traditional growth-oriented equity portfolio, there is an investment case for such strategies. In fact, this segment of the market can provide great value…
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What The Trump Tax Proposals Mean For High Net Worth Retirees
The dust is starting to settle from one of the most bitter and contentious presidential elections in memory. If you’re retired, potential Trump administration tax changes provide a good opportunity for you to review your long-term financial plans and uncover areas to implement new strategies…
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