• Should You Investment 100% of Your Retirement in Closed-End Funds?

  • Mar 26 2025
  • Duración: 24 m
  • Podcast

Should You Investment 100% of Your Retirement in Closed-End Funds?

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  • Resumen

  • We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of selling closed-end funds after 5% gains.

    We also explore the pros and cons of closed-end funds relative to open-end mutual funds and ETFs.

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    Show Notes

    The Closed-End Fund Market, 2023—Investment Company Institute

    The Income Factory: An Investor’s Guide to Consistent Lifetime Returns by Steven Bavaria—McGraw-Hill Companies

    Retirement Money Secrets: A Financial Insider's Guide to Income Independence by Steve Selengut—RIC LLC

    How to Invest in Closed-End Funds—Money for the Rest of Us

    Investing in Closed-End Funds Course—Money for the Rest of Us

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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