Love QYLD & JEPI? ADD CEFs to your High Income Portfolio! High Yield Closed-end Funds YYY RIV CEFD

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  • Опубликовано: 4 фев 2025

Комментарии • 46

  • @joannapatterson4625
    @joannapatterson4625 2 года назад +4

    I hold RIV and I’m building CEFD.
    Also building JEPI. Thanks again for the video! 🙂

  • @paulsantori8920
    @paulsantori8920 2 года назад +1

    Another great video!! I have RIV in my RSP and will be starting a position in CEFD, love the diversification!! I also have QYLD and will be adding JEPI. Cheers 🍻 to A&E

  • @Nemo-yn1sp
    @Nemo-yn1sp 2 года назад +3

    Thank you! I have several CEFs, almost all ones you pointed me to (GOF, OPP, RIV, ACP), but also a couple I found on my own (TEAF, RVT) and about which I'm not so confident in my ability to evaluate them. I'm in the US, so you may not know - are ETNs taxed the same as ETFs?

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 года назад +1

      hey bud , everything is taxed differently, best way to check is always on the funds websites for the breakdown

    • @Nemo-yn1sp
      @Nemo-yn1sp 2 года назад

      @@PassiveIncomeInvesting It's sometimes not so easy to spot. (ps not a male)

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 года назад +2

      @@Nemo-yn1sp sorry about that! yeah sometimes its not easy but it should always be there. its basically the only way to find out. they are usually a mix of different income sources

  • @ivanilnicki6345
    @ivanilnicki6345 2 года назад +2

    thank you ! love the information and help for all of us regular investors!

  • @dacxem
    @dacxem 2 года назад +2

    Excited to learn more about these!

  • @gilbertgarcia5148
    @gilbertgarcia5148 2 года назад +1

    This is exactly what I have been looking forward to for months now! Thanks bud

  • @MuzixMaker
    @MuzixMaker 2 года назад

    Wonder what kind of yield you’d get just buying all of the funds in YYY at the same weight.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 года назад

      Probably about the same yield

    • @MuzixMaker
      @MuzixMaker 2 года назад +1

      @@PassiveIncomeInvesting Actually I went through the exercise of adding up the 46 funds and current price/weighting, and it's actually LESS than just buying YYY, by about a half a point. They must be using covered calls to boost the overall income then passing some of it to shareholders.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 года назад

      I don’t think so , what would they do cc on ? The management fee says it all , I think they just hold them via an index

  • @dmitryrusak9729
    @dmitryrusak9729 2 года назад +2

    Thanks Adrian, how long does the ETN (in this case CEFD) live? Is it going to be on the market forever or its lifecycle is limited?

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 года назад +2

      you can never know i think... they can terminate them anytime but the "expiry date" is on the funds homepage CEFD = in 2050

  • @angelabarnett4972
    @angelabarnett4972 2 года назад

    Nice Job! I have positions in all of these.

  • @markferrell2269
    @markferrell2269 2 года назад +1

    Dose anyone know why Robin hood won't let you buy cef's

    • @leomalino2364
      @leomalino2364 2 года назад +1

      Probably too low risk and practical for its users.

  • @carmineabbinante8563
    @carmineabbinante8563 2 года назад

    Hi Adrian not much volume on CEFD worried about the liquidity if i have to bail you never know wanting to hold long term and collect divys

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 года назад

      im not worried about it... bail? for what reason cartel kidnapping ransom?

  • @p.c.h.6721
    @p.c.h.6721 2 года назад

    Nice video Adrian 👍

  • @thebes118
    @thebes118 2 года назад +1

    i have a couple of CEF's and looking at a couple more. NDMO (tax free) and CLM, for now.

  • @bpburt1
    @bpburt1 2 года назад +2

    One of your best videos ever, thanks for the content, I’ve been a big fan of cefs and other income generating products. Brian B

  • @tsoandjttsoandjt9303
    @tsoandjttsoandjt9303 2 года назад

    Can someone have a video or short explanation to see if it is a good idea to buy RIV.RT. E.G. if I purchase 200 RIV.RT, how many RIV I will get? I'm totally lost!!! Thanks a lot.

  • @hamin31
    @hamin31 2 года назад

    Again as always good content 🤜

  • @jasonstupak4535
    @jasonstupak4535 2 года назад

    Watched and liked, Adriano!

  • @RonnieM90
    @RonnieM90 Год назад

    Some interesting CEFs are STK and BST.

  • @jimjackson4256
    @jimjackson4256 2 года назад

    Funds of funds fees on fees yea that sounds like a good idea.Maybe i should start a fund of fund of funds and take a skim off the top.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 года назад

      Maybe you should stop acting cool . You’re not… it’s called convenience and efficiency. Some people pay for that service . You know , like a restaurant ??

    • @martynjohnson7699
      @martynjohnson7699 2 года назад

      yawn.....

  • @RonnieM90
    @RonnieM90 Год назад

    FOF and SPE are CEFs that hold other CEFs.

  • @RonnieM90
    @RonnieM90 Год назад

    PCEF and FCEF are ETFs that hold CEFs.

  • @mohammadserhan6687
    @mohammadserhan6687 2 года назад

    How is the income generated from those taxed for Canadians?

  • @msauerable
    @msauerable 2 года назад

    What do you think of FUND, the Sprott focus trust?

  • @jibberjabber-fm6pb
    @jibberjabber-fm6pb 2 года назад

    CEFD is a very small fund with only 30 million in asset. it is thinly traded and illiquid. i wouldnt recommend it. hard to sell it

  • @thewRIGHTSELF
    @thewRIGHTSELF 2 года назад

    Great video.. can you do a video on lifetime on etf etc, can etf close suddenly and you lose everything??

  • @Anzegrupen
    @Anzegrupen 2 года назад

    Hi Adrian, I found some fund for your overview, Bridgemarq real estate services inc TSE:BRE, with nice stable distribution. I think, it can interested you. Can't wait for your next video, thank you and good luck at Panama's paradise!!!

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 года назад +1

      Sold it a while ago , no more single companies for me going forward , not interested