Closed-End Funds
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Morgan Stanley Emerging Markets Debt Fund SoldThe entire position in the Morgan Stanley Emerging Markets Debt Fund (MSD) held in...
- Posted February 19, 2020
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Royce Value Trust to be AddedConcerns following Great Britain's decision to exit the EU have created opportunities to purchase...
- Posted June 27, 2016
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BlackRock Resources & Commodities Strategy Trust to be AddedThe recent buyout of Checkpoint Systems (CKP) and liquidation of closed-end fund Strategic Global...
- Posted June 9, 2016
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2013 Performance ReviewGiven the dismal performance of the SMA Portfolio in 2013 I've contemplated abandoning the...
- Posted June 30, 2014
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SGL Added to SMA PortfolioAs mentioned in a previous post regarding the opportunity in closed-end funds , a...
- Posted January 2, 2014
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EMD Added to SMA PortfolioAs mentioned in the previous post regarding the opportunity in closed-end funds , a...
- Posted December 20, 2013
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Year-End Opportunity in Closed-End FundsHaving invested in Closed-End Funds (CEF) many times in the past, I'm on the...
- Posted December 16, 2013
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iShares Silver Mining ETF Allocation IncreasedThe price of silver has been declining due to...
- March 30, 2021
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Rich Bernstein Negative on Tech as Rates RiseRich Bernstein, CEO and CIO of Richard Bernstein Advisors,...
- March 18, 2021
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Is the Retirement Crisis Really a Crisis?PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
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Alarming Chart of the Stock Markets of 1987 and 2012-2013Several days ago I posted a chart showing the...
- May 22, 2013
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Bill Ackman Thinks Diversification is for the Lazy
Bill Ackman made a speech at the Active/Passive Investor...
- March 4, 2010
