… take roller coaster rides with my retirement money, and I am not. I am very bond heavy generally in my portfolio (DBLTX, FMY , etc) and have a good chunk in MLPs, and I may have to adjust some of my other retirement accounts to handle the limited options …
… 10% - Global Diversified (Think GDF & FHY) 10% - Preferreds (Think FFC & PFF) 10% - MLP's (Think MLPL / NKA / NTG) 10% - REIT's (Think FMY ) 5% - High Yield Muni (Think MHI) 5% - Diversified Emerging Markets (Think DEM)
How do funds with large amounts of mortgages and agency's like FMY mantain high yields and low duration. Is it mosly the lower credits, lower than BB? Even those total return bond or income funds …
… 77%, psf 3.58%, utf 4.46%,dhg 6.02%,etg 5.87%, etb 4.98%, exg 2.26%, etw 4.69%, fsd 7.19%, fmy 5.68% fgb3.00%,ffc 5.22%, gab 1.24%, htr 2.14%,iga 2.47%, nfj 3.87% ,eod 3.90% any help to balance …
… Transfers as Dollar Cost Averaging. I also have 3% of my portfolio in 10 ETFs at Vanguard and Fidelity such as VDE, VIG, VSS, FMY , DEM, IHI. 4 others are not in your portfolio (FSEAX, EWC, EWS, GNAT). When the TIAA equities reach a balance to the …
… Return to Part 3 Below are 10 closed-end funds with 9.5% to 10% yields, distributed monthly: First Trust / Fidac Mortgage Income Fund ( FMY ) , with an annual distribution rate of 9.97%, distributes $0.1600 per share to investors …
… from Friday AFB 12.63 (1.52) (Whitney Bottom!) NZF 13.13 (1.28) ( " " ) PFN 10.51 +0.61 PKO 26.84 +0.76 FMY 19.11 (0.42) JHS 14.19 (0.94) HPS 16.48 (1.42) EHI 13.10 +0.07 FLC 17.61 (1.35) Obviously lots of …
… I own and watch: Fund NAV MktPx FLC 0 (39) EHI +4 (34) PKO (3) (73) PFN +1 (23) PFL (2) (28) HPS +3 (23) FMY +7 +6 PSW (12) (39) went ex-div AWF +5 (26) DMO +1 (59) GDO +2 (25) AFB (12) (110) NZF (20) (91) BSD …
… of them) is better in the long run than a simpler mortgage fund (MBB, VMBS), or a mortgage closed end fund (DMO, JLS, FMY ) that has some, but lesser, leverage. With REM there is cost drag from the wrapper's fees, and the underlying active management …
Both over nav. I do not like to hold cefs that are over Nav Would like to replace with any of these. gab, ety, etj, inb, snh Your Guru help would be appreciated Thank you Iris