A risk-averse approach to wealth today demands greater acceptance of what are traditionally “risk assets”. A historically significant rally may be approaching as effective risk tolerance normalizes.
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In September I here added a Cohen and Steers Closed-End Fund which was subject to a distribution increase, RQI. Similar to a prior holding, SLS, which was discussed in the webinar, RQI allows me to diversify my portfolio so as to include categories of exposure to income assets whose income can be dynamic. There are risks in everything of course, but I want to pick and choose which risks I accept in what proportions, rather than embracing peak interest rate risk in all Taxable Income style holdings.
Did you miss yesterday’s Secrets of a Top Performer webinar with Dan Plettner? Watch the video here Dozens of atendees joined us as Dan explained Closed End Funds and the various strategies he employs in his Covestor models. In addition, Dan discussed four specific holdings from his models during the […]
The below text is licensed to Covestor Ltd. (“Covestor”), by Dan Plettner. Such text may be disseminated only by Covestor. Dan Plettner invests and receives income for securities research, including “buy-side” research. Dan licenses his own real time trading data to Covestor Ltd. (“Covestor”). Covestor is a Registered Investment Advisor […]