Money For the Rest of Us
What Are Closed-End Funds and How Do You Invest in Them?
Why closed-end funds are David's favorite investment vehicle, particularly during market panics. What are the unique characteristics of these funds and what are successful strategies for investing them.
Topics covered include:
- How closed-end funds differ from open-end mutual funds and ETFs.
- Why most closed-end funds are bond funds and use leverage.
- Why closed-end funds can sell at large discounts and premiums.
- What are managed distribution programs.
- How to evaluate and select closed-end funds.
- What is the Income Factory approach to closed-end fund investing.
Thanks to LinkedIn and The HPScast for sponsoring the episode.
For show notes and more information on this episode click here.
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