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
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!
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?
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
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
I noticed that most of BOI’s assets are classified as Level 3, while peers like JLS, DMO, PDI has most classified as Level 2. Should any significance be attached to this?
By order of size in each category Taxable debt: PDI , PCI 2% of portfolio value Munis: PML, EIM, KTF, NEV, PMF, PMX, EIV 22% of pv Equity: UTF, HQL, RQI, HQH, RNP, IGR, PEO 16% of pv Overall portfolio allocation: 25% debt, 75% equity 0% cash
05 4.1 Cons Allocation VWINX 0.1 0.7 9.6 6.2 BERIX 0.8 1.0 5.1 ? PGDIX 0.6 1.1 7.1 4.3 Global CEFs PDI -1.35 -2.05 11.6 3.85 Global (close to PIMIX) PML -2.5 5.0 15.4 11.1 ? Munis PKO 1.3 0.6 -1.1 3
WHG is selling some, but still holds a lot. Here's a summary . Apparently he does have to file Form 4 when he sells, even though no longer with Pimco. I had been wondering. Interesting that selling 50k shares of PDI on Jan 29 didn't affect the price much.
Based on Morningstar data the Pimco cefs; PCN, PKO, PTY, PDI and PFN have had the following changes in NAV for the past 3 ..... 4.10% PKO -9.56% -1.05% PTY -9.18% -6.95% PDI -8.51% -1.46% PFN -6.28% -1.74% Is there a reason