Article Advocates - Bookmark Tag CEFs

There are 28 articles associated with the tag CEFs!

#	Total Bookmarks	Article Title/Link and Description
1.	Bookmarks: 0	Investment Grade Value Stock Index Approaches New All Time High The valuestockindex.com web page has been updated through April 2012 ---here are the headlines and links to the web pages
2.	Bookmarks: 0	IGVSI Issue Breadth Statistics Positive --- Extending Upward March thru April IGVSI breadth statistics signal changes in direction within Investment Grade Value Stocks only --- all CEFs, ETFs, REITs, and preferreds (and individual issues that are NOT investment grade) are excluded. Issue Breadth Statistics should allow investors to look inside an index to obtain a better feel for what has been going on --- these numbers will help you do just that.
3.	Bookmarks: 0	What Your Mother Never Told You About Income Investing: Twenty Questions (Part Three) But, and this is about the biggest news in the history of the financial markets, news that was totally ignored by the financial media: the income generated by taxable income CEFs (other than REITs and mortgage heavy investment funds) actually increased during the financial crisis. The same result was experienced in the Tax Free arena, but with no exceptions at all.
4.	Bookmarks: 0	IGVSI Out Performs DJIA & S & P 500 in Best Stock Market October Ever The IGVSI is a barometer of a small buy elite sector of the stock market called Investment Grade Value Stocks. None of the popular averages or indices track investment grade companies exclusively and few market tracking websites offer expert comentary that can help you develop reasonable performance expectations for properly diversified portfolios
5.	Bookmarks: 5	Managed Closed End Funds --- Solid Income Investments in Liquid Form Unlike conventional mutual funds, CEFs do not issue and redeem shares directly with investors at net asset value. CEFs are listed on national securities exchanges, where shares of the Investment Company are purchased and sold in transactions with other investors, just like individual company stocks, and most often not at net asset value.
6.	Bookmarks: 1	Ask Your Financial Advisor About The Market Cycle Investment Management Methodology The MCIM methodology combines risk minimization, asset allocation, equity trading, investment grade value stock (IGVSI) investing, and base income generation in a methodology that embraces the cyclical nature of markets, interest rates, and economies.
7.	Bookmarks: 1	What is an MCIM Portfolio? Steve Selengut developed the Market Cycle Investment Management (MCIM) methodology for managed asset allocation in 1970. The approach has been used in the management of Sanco Services Inc private portfolios for over thirty years.
8.	Bookmarks: 1	MCIM Q & A and Contact Information Market Cycle Investment Management (MCIM) reflects the unique strategies, procedures and disciplines documented in the books and articles of former professional investment manager and current investment instructor Steve Selengut, CEO/Consultant at Sanco Services Inc. and Senior Instructor at Kiawah Golf Investment Seminars.
9.	Bookmarks: 2	Investment Performance Expectations: WCM Fine Tuning (February 2009) How can I get you to stop fixating on monthly market values and to focus on the purpose of the securities within the portfolio? Most of us are trained to deal with seasons, fashion trends, biological changes, waning sports dynasties, sunspots, etc. Instinctively, we expect, and prepare for change effectively--- but not when it comes to investing, where planning and preparation is only talked about.
10.	Bookmarks: 6	The Working Capital Model - Part 1 Asset Allocation is an Investment Planning Tool, not an Investment Strategy --- few investment professionals understand the distinction. Fewer still have discovered the power of: The Working Capital Model!
11.	Bookmarks: 6	Income Investing 101 --- What Your Professors Never Told You After forty years of investing, a few things become crystal clear: you need to focus on quality, individual securities, diversify intelligently, and develop a lifetime supply of income. I call these principles the big three or the QDI. Just like the ice cream brick of my youth, it's just not right without all three flavors. The investment puzzle becomes easier to solve if you have a handle on all the pieces.
12.	Bookmarks: 0	Using the Value Stock Buy List Program Productively - CEFs (Closed End Funds) - Part 2 - NASDAQ Exclusion Issue Here's a fairly comprehensive Question and Answer [more accurately, a Question & Discussion] list that should help you to use the Value Stock Buy List Program productively covering CEFs (Closed End Funds) and the NASDAQ Exclusion Issue
13.	Bookmarks: 0	Using the Value Stock Buy List Program Productively - CEFs (Closed End Funds) - Part 1 Here's a fairly comprehensive Question and Answer [more accurately, a Question & Discussion] list that should help you to use the Value Stock Buy List Program productively covering CEFs (Closed End Funds)
14.	Bookmarks: 1	The Total Return Shell Game Just what is this total return thing that income investment managers like to talk about, and that Wall Street uses as the performance hoop that all investment Managers have to jump through? Why is it mostly just smoke and mirrors? Here's the formula:
15.	Bookmarks: 0	Real Estate Investing: No Lawyers, No Debt, No Plungers Without having mega millions to work with, or a line of credit that goes around the block, you can have positions in various forms of Real Estate (commercial, industrial, residential) at the same time, and focus either on growth opportunities, income production, or a combination of the two.
16.	Bookmarks: 0	Understanding Income Investing – Valid Expectations - Part Two The critical relationship between the two classes of securities in your portfolio, is this: the market value of your equity investments and that of your income purpose investments are totally, and completely unrelated. Each Market dances to it's own beat. Stocks are like heavy metal or Rap...impossible to predict. Bonds are more like the classics and old time rock-and-roll...much more predictable.
17.	Bookmarks: 0	Understanding Income Investing – Valid Expectations - Part One I've come to the conclusion that the stock market is an easier medium for investors to understand (to form behavioral expectations about) than the fixed income market. As unlikely as this sounds, experience proves it, irrefutably. When dealing with income purpose securities neither investors nor their advisors are comfortable with any downward movement at all.
18.	Bookmarks: 6	Income Investing: Go Ask Alice Don't let uniformed thinking sabotage your retirement program; don't let the selfish advice of a product sharpshooter send you chasing rabbits when IRE (interest rate expectations) or other temporary market conditions shrink the market value of your income portfolio. Feed your head; feed---your---head. Income pays the bills, and if the income level is both steady and adequate, there is no need to change investments.
19.	Bookmarks: 0	Income Investing: Selecting the Right Stuff - Part Two The larger the portfolio, the more likely it is that you will be able to buy round lots of a diversified group of bonds, preferred stocks, etc. But regardless of size, individual securities of all kinds have liquidity problems, higher risk levels than are necessary, and lower yields spaced out over inconvenient time periods.
20.	Bookmarks: 0	Income Investing: Selecting the Right Stuff - Part One When is 3 percent better than 6 percent? Yeah, we all know the answer, but only until the prices of the securities we already own begin to fall. Then, logic and mathematical acumen disappear and we become susceptible to all kinds of special cures for the periodic onset of higher interest rates. We’ll be told to sit in cash until rates stop rising, or to sell the securities we own now, before they lose even more of their precious market value.
21.	Bookmarks: 5	Press Release: MCIM Portfolios Rally To Three Year High Levels, Powered By IGVSI Stocks and Income CEFs - S & P Down 19% The Market Cycle Investment Management methodology combines risk minimization, asset allocation, equity trading, investment grade value stock investing, and base income generation in a time frame that recognizes and embraces the reality of cycles. What's in your portfolio?
22.	Bookmarks: 0	A New Wall Street Line Dance: Performance - Line One (December, 2005) Every December, with visions of sugarplums dancing in their heads, investors begin to scrutinize their performance, formulate coulda’s and shoulda’s, and determine what to try next year. It’s an annual, masochistic, rite of passage.
23.	Bookmarks: 0	Operational Questions & Answers - Part 3 Why can't your Selection Criteria be used with respect to CEFs?
24.	Bookmarks: 0	Asset Allocation: Investing by the Numbers If you focus exclusively on market value, dwell upon comparisons of your unique portfolio with the market averages, expect performance of some kind during specific time intervals, and listen intently when someone speaks about the future, any asset allocation work you do will be ineffective.
25.	Bookmarks: 0	Understanding Fixed Income Investing: Expectations - Part Two Defaults in interest payments are extremely rare, particularly in Investment Grade Securities, and it is very likely that you will receive a predictable, constant, and gradually increasing flow of Income. (The income will increase gradually only if you manage your asset allocation properly by adding proportionately to your Fixed Income holdings.)
26.	Bookmarks: 0	Filling The Investment Education Void With Web Workshops Appreciating Basic Risk Minimization Techniques. a) Understanding the purpose and use of Asset Allocation; b) Developing appropriate security selection criteria; c) Establish diversification and income rules; d) Adopting downward flexible profit taking guidelines.
27.	Bookmarks: 0	IGVSI Performance Expectations – WCM Portfolios (February 2009) All investors need to become intimate with both the content of their portfolios and the workings of the various cycles that impact on security market values. They need to expect, even anticipate cyclical changes in the market values of their securities by taking reasonable profits in either classification willingly, gleefully, and without hindsight.
28.	Bookmarks: 0	Investment Performance Expectations and Broker Account Statements (September 2009) Whether you go the discount route through Schwab, Ameritrade, Fidelity, etc., or enjoy a higher level of service through an independent like LMK Wealth Management, you should never be surprised by the market values reflected on your monthly account statement.