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.Episode Sponsors<a href="https://strawberry.me/david" rel="noopener noreferrer" target="_blank">Stawberry.me</a><a href="https://netsuite.com/david" rel="noopener noreferrer" target="_blank">NetSuite&nbsp;</a>Insiders Guide Email NewsletterGet our&nbsp;<a href="https://moneyfortherestofus.com/insiders-guide/" rel="noopener noreferrer" target="_blank">free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter</a>Our Premium Products<a href="https://assetcamp.com/" rel="noopener noreferrer" target="_blank">Asset Camp</a><a href="https://moneyfortherestofus.com/hub/" rel="noopener noreferrer" target="_blank">Money for the Rest of Us Plus</a>Show Notes<a href="https://www.ici.org/system/files?file=2024-05/per30-05.pdf" rel="noopener noreferrer" target="_blank">The Closed-End Fund Market, 2023—Investment Company Institute</a><a href="https://bookshop.org/p/books/the-income-factory-an-investor-s-guide-to-consistent-lifetime-returns-steven-bavaria/10069346?ean=9781260458534&amp;next=t" rel="noopener noreferrer" target="_blank">The Income Factory: An Investor’s Guide to Consistent Lifetime Returns by Steven Bavaria—McGraw-Hill Companies</a><a href="https://theincomecoach.net/book/" rel="noopener noreferrer" target="_blank">Retirement Money Secrets: A Financial Insider's Guide to Income Independence by Steve Selengut—RIC LLC</a><a href="https://moneyfortherestofus.com/closed-end-funds/" rel="noopener noreferrer" target="_blank">How to Invest in Closed-End Funds—Money for the Rest of Us</a><a href="https://moneyfortherestofus.com/cef/" rel="noopener noreferrer" target="_blank">Investing in Closed-End Funds Course—Money for the Rest of Us</a>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

<description>
 &lt;p&gt;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.&lt;/p&gt;&lt;p&gt;We also explore the pros and cons of closed-end funds relative to open-end mutual funds and ETFs.&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Episode Sponsors&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://strawberry.me/david" rel="noopener noreferrer" target="_blank"&gt;Stawberry.me&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://netsuite.com/david" rel="noopener noreferrer" target="_blank"&gt;NetSuite&amp;nbsp;&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Insiders Guide Email Newsletter&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;Get our&amp;nbsp;&lt;a href="https://moneyfortherestofus.com/insiders-guide/" rel="noopener noreferrer" target="_blank"&gt;free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Our Premium Products&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://assetcamp.com/" rel="noopener noreferrer" target="_blank"&gt;Asset Camp&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://moneyfortherestofus.com/hub/" rel="noopener noreferrer" target="_blank"&gt;Money for the Rest of Us Plus&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Show Notes&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.ici.org/system/files?file=2024-05/per30-05.pdf" rel="noopener noreferrer" target="_blank"&gt;The Closed-End Fund Market, 2023—Investment Company Institute&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://bookshop.org/p/books/the-income-factory-an-investor-s-guide-to-consistent-lifetime-returns-steven-bavaria/10069346?ean=9781260458534&amp;amp;next=t" rel="noopener noreferrer" target="_blank"&gt;The Income Factory: An Investor’s Guide to Consistent Lifetime Returns by Steven Bavaria—McGraw-Hill Companies&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://theincomecoach.net/book/" rel="noopener noreferrer" target="_blank"&gt;Retirement Money Secrets: A Financial Insider's Guide to Income Independence by Steve Selengut—RIC LLC&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://moneyfortherestofus.com/closed-end-funds/" rel="noopener noreferrer" target="_blank"&gt;How to Invest in Closed-End Funds—Money for the Rest of Us&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://moneyfortherestofus.com/cef/" rel="noopener noreferrer" target="_blank"&gt;Investing in Closed-End Funds Course—Money for the Rest of Us&lt;/a&gt;&lt;/p&gt;&lt;p&gt;See Privacy Policy at &lt;a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank"&gt;https://art19.com/privacy&lt;/a&gt; and California Privacy Notice at &lt;a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank"&gt;https://art19.com/privacy#do-not-sell-my-info&lt;/a&gt;.&lt;/p&gt;
 </description>

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.

Episode Sponsors

Stawberry.me

NetSuite 

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

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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Money For the Rest of Us

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

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

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