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  1. Income Portfolio Review


    Sun, 19 Apr 2015

    High Dividend 3.58% SDOG ALPS Sector Dividend Dogs ETF 3.58% SPHD PowerShares S&P 500 High Dividend ETF 3.58% CEFs PDI PIMCO Dynamic Income 6.27% FFC Flah&Crum Pref Securities Income 4.48% Stocks: COP Conoco Phiilps 1.75% SO Southern

  2. Income portfolio review


    Sat, 18 Apr 2015

    Monthly 4.46% FFRHX Fidelity® Floating Rate High Income Monthly 4.46% HDV iShares Core High Dividend Quarterly 4.46% PDI PIMCO Dynamic Income Monthly 4.46% PONDX Pimco Income D Monthly 4.46% SDOG ALPS Sector Dividend Dogs ETF Quarterly 4

  3. pimco cef info


    Tue, 14 Apr 2015

    CEFs. Nice to see continued improvement in transparency. It was interesting to see at a glance the different MBS exposures of PDI , PKO, and PCI which sheds some light to me on the differences in behavior last year when there were gap-ups in NAV (Non-agcy

  4. retail vs institutional trading of CEFs


    Mon, 13 Apr 2015

    looking at some of my holdings, Morningstar shows institutional ownership ranges from a few popular ones in 20% range (PCI, PDI , DSL) to many in the 40% range (e.g. JLS, HYT, ACG), up to 65% (ERC). I’m wondering – what % of CEF assets

  5. Current CEF Holdings- April


    Wed, 1 Apr 2015

    In order of size in each category. Taxable debt: PDI =1% of portfolio value Munis: PML, EIM, KTF, NEV, PMF, PMX =23% of pv Equity: UTF, HQL, RQI, HQH, RNP, IGR =17% of pv Overall portfolio allocation: 24% debt, 78% equity, -2% cash

  6. PDI to RQI


    Fri, 20 Mar 2015

    of rising interest rates, I would expect PDI to be better hedged than a levered bag of ..... reduced holding of PIMCO Dynamic Income CEF ( PDI ) in favor of more C&S Quality Income ..... first let me say I still have plenty of PDI , but it is my only remaining taxable debt

  7. Pimco CEFs - Anyone Adding Here?


    Wed, 18 Mar 2015

    Currently have a position in PCI but watching PDI for entry. Anyone starting a position or adding to a current position after the recent drop or is this move part of a change in direction? TIA!

  8. Question for the experts on using X-Ray


    Sun, 15 Mar 2015

    Can Morningstar's Portfolio X-Ray evaluate my holdings of PIMIX, PFORX, RNDLX, HYS, VWEAX, FFC, PCI, PDI and PKO adequately enough to be used as a guide?

  9. CEFs with macro positions?


    Thu, 12 Mar 2015

    Hi folks. I have some CEFs in my tax deferred accounts (mostly PCI, PDI ). Are there any "macro" CEFs that seem interesting? In particular, I'm short the Yen with YCS currently; it's had a

  10. PIMCO CEF Portfolios -- So Far So Good


    Fri, 6 Mar 2015

    for FI portfolio management. Today's results (in cents): CEF Mxt Px NAV PFN - 3 + 1 PFL - 5 + 2 PCI - 9 + 6 PCN - 9 + 3 PDI - 29 + 12 PKO - 36 + 3 RCS - 12 0 It will be interesting to see if the benefits of hedging / derivative strategies persist

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