Think You Missed the AI Boom?
“Rewind the Clock” With
These Huge 9.8% Dividends
These 4 “disruptor” payouts—with a 9.8% average yield—get
us in on AI’s surging growth NOW … at 2023 prices!
Read on to learn the secrets of this incredible
“AI Dividend Time Machine.”
Dear Reader,
Look, it’s far from a state secret that artificial intelligence is on fire right now.
Like any new tech, it’s seen some growing pains. But it’s UNDENIABLE that AI will play a growing role in the economy in the coming years.
Consider the breakneck growth we’ve already seen. It’s just a taste of what’s to come.
Since ChatGPT burst onto the scene on November 30, 2022:
- AI darling Microsoft has soared 65%.
- Alphabet? Up 63%!
- NVIDIA? The king of all AI stocks has skyrocketed an eye-watering 628%!
In fact, you could say these stocks are the only reason the market has soared since early 2023. Strip out tech, and most investors’ portfolios would’ve booked a much smaller overall return.
My name is Michael Foster. I’ll introduce myself more fully in a moment.
For now, let me say that I’ve studied tech—particularly dividend-paying tech investments—for years as a Wall Street analyst and the strategist of an income-investing service.
These days, I’m hearing a lot of friends, co-workers and fellow investors who sat out the early stages of the AI boom say the same thing: They ALL feel like they’ve missed the biggest profits!
Nothing could be further from the truth.
Fact is, AI is still in early days: its growth will continue for decades to come.
And the most important part of that growth from an investment standpoint—as AI actually makes its way into the things we use every day—is still ahead.
The bottom line here is that it’s NOT too late to get in.
In fact, if you’re reading this now, you’re right on time. Especially if you buy through the 4 “AI-Powered” income plays we’ll talk about in a sec.
These 4 reliable dividend payers are closed-end funds (CEFs)—a special type of asset tailor-made for folks looking to bag big dividends (and gains) in their income portfolios.
Taken together, this quartet kicks out a 9.8% average dividend, with the highest payer of the bunch throwing off an incredible 13.5% payout.
You and I both know payouts that big simply don’t exist when you buy tech stocks “direct.”
Better still, these 4 AI powerhouses are bargains, effectively letting us buy into the AI surge at last year’s prices.
That’s despite the frankly incredible performances they’ve put in. Like the third of our four picks, which we’ll get into in more detail below.
For now, let me just say that this “stealth” AI income play has handed shareholders a 121% return in just the last 5 years, with much of that coming as dividends:
High-Yield AI Fund DOUBLED Shareholders’ Money (and Then Some)
The best part of that 121% return is that investors in this fund got two-thirds of that huge gain in CASH, thanks to Pick No. 3’s outsized dividend, which currently yields around 8.3%!
And if we extend that timeframe out over two decades, we see that “long-haul” investors bagged a stunning 704% total return, again with almost all of that in cash:
… and Popped 704% in the Long Haul
Yet this unloved fund still trades at a 10.6% discount to its “true” value!
In other words, you can buy its star-studded portfolio, including AI kingpins like Microsoft (MSFT), Apple (AAPL), Amazon.com (AMZN), Alphabet (GOOGL), NVIDIA (NVDA) and Meta Platforms (META), for less than 90 cents on the dollar!
I’ll have more for you on our 4 bargain-priced “AI-Powered income plays” shortly.
First, let’s talk about the one thing that’s keeping folks on the sidelines when it comes to AI: Fear.
The Key to HUGE AI Profits (and Dividends)?
Profiting From Media-Driven Fear
If you’re still in the workforce, you’ve no doubt run at least one Google search along the lines of “will ai replace [insert your job title here].”
It’s okay. We’ve all done it. As humans, we’re hardwired to fear change.
That, by the way, is something the media knows well.
When it’s not busy spinning ridiculous Terminator-like visions of an apocalyptic future in which AI “goes rogue,” it’s telling us all how this new technology will soon throw everyone out of work:
- “AI Could Replace Equivalent of 300 Million Jobs – Report,” blares the BBC.
- “ChatGPT: The 10 Jobs Most at Risk of Being Replaced by AI,” offers Business Insider.
- “3 AI-Proof Strategies That Just Might Save Your Job,” says a recent article on Medium
I could go on and on.
I’m sure I don’t have to tell you that these are just a few of the thousands of articles reporting some variation of the same thing these days.
Heck, even CEOs seem to see the writing on the wall. A recent article in Inc. reported that 49% thought all or most of their job could be taken over by a chatbot.
These are CEOs!
We’re not talking white-collar cubicle jockeys here.
And not the blue-collar folks who keep the nation’s factories humming.
I’m not sure if that says more about AI or the quality of leadership in Corporate America these days.
No matter. Regardless of how you look at these numbers (and other overhyped figures the media is cranking out these days), they’re stunning.
But before we go further, we want to be clear on two things as we unpack our 9.8% “AI-Powered” dividend opportunity:
- We’re NOT buying the fear-mongering around AI. Truth is, this megatrend is handing folks who invest in it the right way a shot at lasting wealth, sky-high dividend yields and payouts that GROW.
- The big money in AI is only starting to be made. As I mentioned earlier, this megatrend has decades to play out. And we don’t have to worry about getting in “early” because the discounts on these 4 funds mean we can buy into the AI boom for prices we haven’t seen in months!
Fear Created Our “AI-Powered” Dividend
Plays—SERIOUS Productivity Gains Will
Keep Our Returns Growing
Before we go further, let’s be honest with ourselves about AI: this breakthrough tech’s biggest effects will come not in cutting the need for workers, but in boosting their productivity in the coming years.
Sure, some jobs will disappear.
But this is NOT a story of empty office buildings, hollowed out factories (except for the robots!), soaring joblessness and the inevitable market drop that would trigger.
Far from it.
Because what we hear a lot less about from the fear-driven media these days is that this megatrend will create more opportunities than it eliminates.
And now that we’re nearly two years out from the arrival of ChatGPT, a handful of media outlets and mainstream think tanks are finally starting to understand that.
A 2023 report from Upwork, for example, showed that 73% of C-suite execs said their company was using AI. However, nearly as many (64%) said their company “will hire more professionals of all types due to generative AI [italics mine].”
That’s just a hint of the growth ahead.
For the full story, look at some of the latest quarterly results from America’s top companies in the AI space.
And I’m not talking top-line numbers like revenue here. That’s first-level knowledge everyone knows about.
I’m talking about the underlying results that give us a clear view into the kind of demand these companies are seeing.
Take Microsoft. It’s one of the firms driving the AI trend, having worked and invested in ChatGPT’s creator, OpenAI, from the earliest days.
Few people bother to dig deeper than that.
But a hint of what’s to come lies in results not from the company itself but from its Azure cloud-computing division, home to much of its AI work.
In the latest quarter, Azure’s revenue soared 31% year over year.
In other words, AI is generating real revenue (and profits!) for market leaders like Microsoft.
That, by the way, is another sign we’ve got a solid entry point here: we’re buying just as this technology begins to move in earnest from the world of the theoretical to the world of right now.
As we speak, it’s making its way into cornerstone tech like the iPhone, making these tools quicker and easier to use.
Its potential is just starting to be unlocked, as users of these new tools start to see their productivity increase. And the first real profits are only now starting to come in.
And that’s just what’s happening today. Forecasts for AI’s future growth are nothing less than staggering.
IT research firm IDC, for example, sees investment in AI more than doubling by 2028, when it will be a $632-billion market.
IDC also sees AI posting an eye-watering compound annual growth rate of 29%, as the tech is incorporated into more and more products.
PwC sees AI adding $15.7 trillion to the global economy by 2030, thanks to productivity enhancements, with much of that coming from AI-augmented products consumers will race to buy.
Look, I know you’re likely skeptical when you see predictions like these.
Good. I am, too.
And as contrarian investors, we never chase wild speculation. That approach leads to disasters like NFTs, SPACs and collapsing crypto. That’s why I’ve been bearish on crypto for years, focusing on quality investments instead of hype.
But there’s a reason why generative AI is different, and it has to do with the fundamental technology behind the LLMs (large language models) that produce humanlike text. This isn’t a parlor trick; it’s based on solid academic research going back over 20 years.
How do I know? I have a Ph.D. in linguistics (awarded in 2008), and I focused partly on corpus linguistics, a branch of the field studying massive bodies (hence “corpus”) of millions of words of text to find statistical patterns.
Think of corpus linguistics as the Elvis to today’s LLM rock stars like ChatGPT and Google Bard/Gemini.
What I am seeing is a very impressive and academically sound extension of what people like me were building in the ivory tower back in the 2000s.
And let’s be realistic: even if AI growth comes in at the most conservative estimates, it will still revolutionize entire sectors of the economy.
I think it’s safe to say that not having at least some exposure would be like missing out on, say, the iPhone after Apple released it in 2007.
Investors Who Ignored the Last Life-Changing Tech Breakthrough Missed a 6,000% Return
As you can see above, even folks who got in a bit “late” still booked a massive gain!
But here’s the problem: AI is a wasteland for dividend investors.
Just do a Google search for “dividends from artificial intelligence” and you’ll see the same tired ideas everyone always talks about.
Like the miserly NVIDIA, which yields 0.02% (not a typo!).
Microsoft is better, with a 0.7% yield. But that’s still tiny.
The company does redeem itself somewhat with a dividend that’s surged 142% in a decade.
But as dividend investors, we need more of our return in cash right away.
We can’t wait around for payout growth—even fast payout growth—to get us there when we have to start with current yields that are barely visible through a microscope.
Here’s How We’ll “Rewire” AI Investing
for 9.8%+ Dividends, Upside
The worst part of the pathetic yields on blue chips like these is that they mean income investors often miss out on the biggest profits from major shifts like this.
It only makes sense: with most of their revenue tied up in R&D, the companies behind these breakthroughs simply don’t have room for dividends. And that means they’re off the table for most income investors.
Or at best, they make up an almost insignificant slice of their portfolios.
But we’re going to put a stop to that today, thanks to those 4 CEFs I mentioned earlier.
These 4 AI-Powered picks kick out a 9.8% average yield between them, and the highest payer of the bunch dishes a stout 13.5%.
Plus, more than half of all CEFs (and two of our four AI-Powered picks) pay dividends monthly—right in line with our bills!
Virtually no S&P 500 stocks (and certainly no tech stocks!) offer that.
And that’s before we get to the price gains these funds offer. When you add that upside to their big dividends, you get something truly spectacular indeed.
The proverbial straw that stirs the drink here is the big discounts on these 4 CEFs—they’re known as the “discount to net asset value (NAV)” in CEF-speak.
We don’t have to get too far into the weeds here. Suffice it to say, these discounts only exist with CEFs. And you can spot them on any CEF screener worth its salt.
They essentially tell us when (and by how much) a CEF’s market price is trading below the value (or the NAV, in other words) of its portfolio.
These discounts really are the key to “turning back the clock” on the AI Boom.
So if you buy a CEF when a discount is unusually wide, you can “ride along” as the discount returns to “normal,” catapulting the fund’s market price higher as it does.
The result? Total returns that can be breathtakingly swift.
Take a CEF called the Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW).
As the name suggests, this one holds large cap stocks from here in the US and abroad: names like Apple, Microsoft, Nestle SA and French luxury conglomerate LVMH Moet Hennessey Louis Vuitton SE.
My premium members and I bought ETW in May 2020. At that time, it traded at an absurd 9% discount and threw off an outsized 10.8% dividend.
Nine months later, that discount had dropped to 5.5% … enough to ignite ETW’s share price and deliver us a FAST 27% total return!
That kind of growth is just not supposed to happen with a “stodgy” income play like this, but there you go.
ETW Skyrockets 27% in Just 9 Months
Then there was the Nuveen Real Estate Income Fund (JRS), which holds real estate investment trusts (REITs)—landlords of everything from apartments to self-storage units—mainly based in the US.
We picked up JRS in August 2020, when it paid 9.8% and traded at a 12.3% discount that, in my view, had nowhere to go but up.
When we sold on May 28, 2021, its discount had dropped in half, to 6.5%, catapulting us to a 41% total return, also in just nine months!
JRS Returns 41% in Just 9 Months
Heck, sometimes you don’t even need a deep discount to see a big return from a CEF. Take the PIMCO Access Income Fund (PAXS), a fund I issued an urgent buy call on in October of 2023, when it was trading around NAV.
By March of 2024, its valuation had jumped to a 4.5% premium, and we’d booked ourselves a tight 17.7% gain:
PAXS Gave Us a “No-Drama” 17.7% GAIN in Just 5 Months
This is the kind of profit-making punch these funds pack. And when we tie a big CEF discount to a society-altering trend like AI, we get some truly explosive profit potential indeed.
In fact, it’s even better than that.
Because we’ll also pull in that 9.8% average dividend from our 4 unsung AI plays.
That’s more than the S&P 500’s typical yearly return—in price gains and dividends combined—on a historical basis. So we’ll be beating the market’s historical return in dividends alone.
Those high CEF yields also give us a measure of safety because they mean we’re getting most of our return in cash.
Most investors never get to experience that, because they stick to individual stocks or ETFs whose yields are just too small. That forces these folks to rely almost entirely on unpredictable price gains for their returns.
That’s too bad for them, but great for us. We’ll happily take the deep discounts, and high “AI-Powered” dividends, they’ve left wide open for us in CEF-land!
Now that we’ve talked about how we’ll get in on the AI boom through CEFs, you’re probably wondering why you should listen to me, so let me quickly tell you a bit more about myself.
How CEFs Gave Me Financial Freedom—and
Can Do the Same for You, Too
My name is Michael Foster and I’m one of the only analysts in the world who is 100% devoted to CEFs—especially those with market caps between $200 million and $1 billion.
What’s so special about CEFs that size?
Simply put, these funds are too small for institutional players to bother with, but they’re still plenty liquid for you and me.
And let’s be honest, it’ll be a long time (and likely forever!) before we see Treasuries matching the 8%+ dividends on offer with CEFs.
I can speak personally about the financial freedom these smaller funds can give you. CEFs literally changed my life.
They gave me the income stream I needed to quit my job as a university professor—and the grinding 80-hour workweeks that went with it—giving me the capital gains I’ve needed to boost my net worth, and they’ve grown my income stream, too.
Now I no longer need to report to a boss (in person or virtually) at 9 every morning. Or worry about paying the bills. Or, in recent years, lose a moment of sleep over a pandemic or inflation ruining my retirement dreams.
Instead I’m doing what I’ve wanted to do since leaving my daily gig: spreading the word about CEFs (especially smaller CEFs!) through my CEF Insider research service.
I can’t tell you how gratifying it is to see folks discover they can retire, both earlier than they think and on a lot less than they think, too!
That’s the kind of returns CEFs can deliver. So let’s dive into the 4 “AI-Powered” CEFs that can put you on the road to gaining these same freedoms yourself.
AI-Powered CEF No. 1:
A 13.5% Payer We Can Grab for 10% Off
Our first pick trades at a ridiculous 10% discount and yields a stout 13.5%. That’s right: 13.5%!
That’s one of the best dividend/discount setups in CEFs today, hands-down. Talk about turning back the clock on the AI boom!
And not only is that payout sky-high (and paid monthly), it’s actually doubled since this fund’s IPO in 2019, up 114% to be exact (with a special dividend tossed in, too!)
Thanks to this fund’s discount, we can essentially pick up its holdings, which include direct AI plays like NVIDIA (NVDA) and less-direct AI beneficiaries, like semiconductor designer Synopsys (SNPS), for 90 cents on the dollar.
Moreover, thanks to its management firm, which is the biggest and best in the business, this fund has a hidden advantage: it can access privately held tech firms that are normally off-limits to you and me.
That’s a huge edge. Imagine getting in on Apple at its IPO. Or Tesla (TSLA). Or Netflix (NFLX).
Those are the kinds of AI-powered opportunities on the table here.
Plus, a closing discount is “baked in,” as Pick No. 1 one is a term fund, slated to wind up in 2031. When it does, management will pay out the fund’s NAV at the time, not the discounted market price.
That’s essentially free money!
Meantime, we’re happy to collect this fund’s monster 13.5% dividend, paid out monthly, and enjoy its “term tailwind” as we do.
AI-Powered CEF No. 2:
An 8.7% Dividend That Grows Triple-Digits
Our second pick is a sweet “set-it-and-forget-it” play on AI: it focuses on time-tested large-cap techs like Microsoft, chipmaker Broadcom (AVGO) and Amazon.com.
But unlike those picks, which pay low (or no!) dividends, pick No. 2 yields a stout 8.7% and pays us every single month, too!
And that payout has grown like a weed, soaring 150% since the fund’s inception in 2014, not including three big special dividends (the spikes below), helping shareholders bank an outsized 262% total return in all!
Surging Payouts (and Special Dividends!) Mean 8.7%
Is Just a “Starter Yield”
That combo of past performance, a high current yield and triple-digit payout growth is catnip for us contrarian dividend buyers, and gives us a nice window to buy now, before the next dividend hike is announced.
AI-Powered CEF No. 3:
A 100-Year-Old AI Fund!?
Our third pick is the one I mentioned off the top, which more than doubled its investors’ money in the last five years and increased their stake by 704% over two decades.
“Old School” AI Play Delivers Fast 21st-Century Returns
Funny thing here is that this fund is nearly 100 years old, having been launched back in 1929, on the eve of the Great Depression.
Let’s be honest, not many people would consider a fund that old to be a good way to invest in an ultra-modern trend like AI.
But this smartly run fund didn’t make it this far by being behind the times!
Take a look at its top-10 holdings. They’re nothing less than a snapshot of the best large-cap AI plays out there:
What we love here are the “stealth” AI picks like JPMorgan Chase & Co. (JPM), a clear beneficiary as AI helps its portfolio managers make better decisions.
This fund’s savvy management team, which has helped it tap megatrend after megatrend over the past century, is proven, having served up that 704% return in the last two decades:
AI, Smartphones, Internet of Things? Pick No. 3 Has
Profited From Them All
The fact that this one trades at a 10.6% discount while yielding 8.3% today is completely ridiculous! And a blaring buy signal for us.
AI-Powered CEF No. 4:
An AI “All-Arounder” Throwing Off
9% in Cash
Our final pick builds on Pick No. 3’s large cap approach by spreading its assets across small-cap growth, mid-cap growth and large-cap growth stocks.
The result is a portfolio that’s custom-built to benefit from AI’s surge.
Think about the top four or five industries that are most likely to benefit from AI. My guess is you’d come up with some variation on the top four below:
The portfolio boasts some intriguing “sleeper” AI beneficiaries, too, like SPS Commerce (SPS), a maker of cloud-based supply-chain software to retailers, and tax-compliance software maker Vertex (VERX).
The real standout here is the 8.1% discount on a fund that historically trades at a premium. That sets it up for some nice “snapback” upside, in addition to the surging returns I expect from its portfolio.
Your FREE Roadmap to AI Gains
and 9.8% Dividends
By this point, I’m sure you can see the dividends and upside that’s on the table for us here.
We stand to gain not only as these funds’ wide discounts disappear, but also as AI’s gains continue to propel each of these 4 funds’ portfolio holdings higher.
And of course, there are the 9.8% average dividends our 4 AI plays pitch out.
That’s THREE ways to get paid!
Most folks—here I’m talking about investors who “settle” for ETFs or regular stocks—would be happy to just collect price gains alone on an opportunity like this.
But as CEF investors, we don’t have to rely solely on “here today, gone tomorrow” paper gains. We’re getting paid three ways! With most of our return in cold, hard dividend cash!
Plus we’re getting another key advantage folks who buy ETFs and “regular” stocks don’t: expert portfolio management backed by some of the world’s biggest investment firms.
Our four picks are run by companies like BlackRock—the world’s largest asset manager, with $9 trillion in assets—that have a deep bench of management talent, plus research resources you and I can only dream of.
That’s absolutely critical for a trend like AI, the winners and losers of which aren’t yet clear—and which will undoubtedly change over time.
Moreover, some of tomorrow’s winners are still at early stages. And if we want to be like those folks who bought Apple in the early days of the iPhone, we want to get in on these companies NOW.
The deep-pocketed firms running these funds have access to the portfolio management skill that’ll get us there. Which is why we’re going to “farm out” our AI buys to seasoned pros who spend every hour of every day with their ear to the ground in the AI world!
The ONLY Report That Looks at AI Investing From a Dividend Investor’s Perspective
To that end, I’ve spent months assessing each of these 4 funds’ management teams, dividends, discounts and more. I’ve placed all the results of that research in a new Special Report, “4 AI-Powered ‘Disrupter’ Dividends Paying 9.8%.”
Inside this FREE volume, you’ll get a full breakdown of these funds’ holdings, including names, tickers, yields, discounts, my full analysis of each fund’s management team and much more.
This is the only report I know of that looks at AI investing from a dividend investor’s standpoint.
In it, I focus only on how to get the highest AI dividends, with the most upside and the greatest safety, as this technology changes everything about how we live, work and do business.
We’d normally sell this unique report, complete with its “mini-portfolio” of 4 AI-driven funds yielding 9.8% on average, for $99 a copy.
But it’s yours FREE today. To get your hands on a copy, all I ask is that you “kick the tires” on my CEF Insider research service for 60 days with no risk and no obligation whatsoever.
That’s it!
Your 60-day “road test” of CEF Insider, which gives you access to the complete service—including its portfolio of CEFs throwing off reliable yields up to 13%—comes with your own copy of “4 AI-Powered ‘Disrupter’ Dividends Paying 9.8%.”
Your chance to sign up for this trial subscription, and download your FREE report, is coming up.
But—as Steve Jobs himself used to say when Apple released its next breakthrough product—there’s just one more thing.
You see, I’d be doing you a disservice if I just gave you this single report and left it at that!
Because CEFs go well beyond our AI-Powered dividend opportunity.
They’re a diversified income-and-gain tool you can use to grow your nest egg and your income stream, potentially giving you financial freedom years before you ever expected.
As I mentioned a second ago, I’ve used these funds to give myself financial freedom.
That’s the kind of return you can squeeze out of these (too) often-overlooked income plays. And it’s why I see them as an absolute “must-own” for ALL income investors.
But to make the most of these high-yielding funds (and sidestep the many CEF duds out there), we need to talk about their inner workings and look at the best ways to tap their dividends and gains today, tomorrow and decades in the future.
Also Yours FREE:
“The Ultimate Guide to CEFs”
That’s where the other volume I’ve written to help you drive your CEF-investing strategy, “The Ultimate Guide to CEFs,” comes in.
In it, I reveal all of these funds’ secrets and show you exactly how to use them to maximize your income and keep your nest egg growing.
This incisive volume is a quick reference to all things CEF—I update it regularly (and you get access to the latest updates with your CEF Insider subscription).
I fully expect that, after you read it, you’ll want to keep it at your fingertips whenever you consider adding a CEF to your portfolio.
The Ultimate Guide is a vital companion to our AI report, giving you a complete understanding of the incredible profit (and gain) opportunity in front of us here.
I consider the Ultimate Guide to be nothing less than my life’s work, a “CEF user guide” designed to tell you the mechanics of CEFs, how they work, how they differ from mutual funds and ETFs, how they respond to rising (and falling) interest rates and more.
There simply isn’t another manual on these cash-rich income plays that gives you this much research and hands-on guidance.
And you’re getting it for FREE—even though we’d sell it for $99 as a standalone book: like our AI-Powered Dividends report, it comes with your trial to CEF Insider.
Here are some of the things you’ll learn in this second FREE report:
- How CEFs can pay outsized dividends—and a simple way to make sure your fund’s payout is sustainable.
- The simple trick CEF managers use to limit their funds’ downside (this unique “insurance” doesn’t exist in stocks, bonds or ETFs).
- The surprising reason why the liquidation of a CEF is actually good news for investors.
- A complete snapshot of all CEF firms and the kinds of funds they represent, so you can diversify not only by economic sector and asset class, but also make sure you’re spread across a number of fund managers, too, for maximum safety.
How to Get Your 2 FREE
Reports (and Kickstart Your
9.8% Dividend Stream Today)
As I said, these two free reports (a $198 value) come your way when you take advantage of my invitation to try out my CEF Insider service for 60 days with no risk and no obligation whatsoever.
That’s all there is to it: simply “kick the tires” on CEF Insider for 60 days and you’ll get these two special reports FREE as my “thank you” gift for doing so.
They’re yours to keep.
We’ve built CEF Insider for investors on the hunt for double-digit price gains in their income portfolios. That’s to say nothing of the outsized yields I’ll bring you in nearly every monthly issue.
Notice I said “nearly” there. That’s because, unlike many financial newsletters, we aren’t pegged to a robotic “pick-a-month” schedule at CEF Insider.
If my market indicators tell me it’s time to sit tight, that’s exactly what we’ll do.
Your safety always comes first.
I simply won’t put money at risk just to meet some arbitrary timetable.
But that said, we’re usually set up for a bargain somewhere in CEF-land, because CEF investors, conservative lot they are, are a bit slower than other folks to move when a buying opportunity opens up.
Fortunately, we like to work a little bit faster!
That’s the key to our strategy in CEF Insider, and is the core of our opportunity to “rewind the clock” on our AI gains here.
But that window won’t stay open for long, as AI continues to move from online party trick to powerful productivity enhancer.
As AI becomes more integrated into our phones, cars and even appliances, I expect it to push past other opportunities we’ve seen in the past few years at CEF Insider.
I’m talking about a shot at income and gains that’s far ahead of the opportunity we saw to pick up the Eaton Vance Tax-Managed Global Buy Write Opportunities Fund (ETW) in May 2020:
ETW Skyrockets 27% in 9 Months
Or the Adams Diversified Equity Fund (ADX) in July 2017, which gave us a long-haul wealth generator that’s been kicking out gains and dividends for us for more than seven years:
ADX Delivers 185% Returns (and counting)
Or the Advent Convertible & Income Fund (AVK), a corporate-bond CEF we grabbed for a quick gain in early 2020:
AVK Shakes Off the COVID Crash, Returns 31% in a Year
At CEF Insider, our picks usually yield 7%, 8% or more. And because they’re smaller CEFs, they set you up with double-digit upside potential, too.
So the bottom line here is you’ve got a clear roadmap telling you which CEFs to buy, when to buy them, and when to hang back and enjoy your (often monthly) dividends.
PLUS you get two FREE reports that give you our 4 AI-Powered dividend picks and a complete “user’s manual” revealing all the inner workings of these powerful income plays …
… and it’s all yours to try FREE for 60 days (and the reports are yours to keep forever!).
That’s already more than you’ll find from any other service out there.
Heck, CEF Insider is the only subscription service I know of that follows these criminally underappreciated income plays.
And absolutely no one else is talking about the funds in the CEF “sweet spot”: those around the $200-million to $1-billion market cap range.
It’s a lot of information and data to help you guide your CEF buys.
But there’s still, well, one more thing.
You see, many of our CEF Insider subscribers are a “hands-on” bunch. They’re passionate folks who invest for more than just the returns.
They live to sift through the markets, stock by stock and fund by fund, and pick out the gems from the rocks.
These folks love nothing more than to pore over annual reports, SEC filings and fund prospectuses to find the best opportunities—or the hidden landmines to avoid.
I know this because they tell me all the time!
If you’re one of these folks, I’ve got great news for you, because we listened to that passion—and we frankly love to hear it.
So we added a set of proprietary tools you can use to evaluate any CEF you’re considering all on your own.
(And if you’d rather just have your CEF recommendations served up, ready to buy, don’t worry—we’ve got you covered with our CEF Insider portfolio, Special Reports, weekly articles on our Contrarian Outlook website and monthly issues.)
Our CEF Screener: Your Personal
CEF “Advisor”—Available 24/7
These tools start with your CEF Screener, which lets you sort through more than 400 funds in the CEF universe worthy of your consideration at the click of a mouse.
Sort by ticker symbol, asset class or discount/premium to NAV and you’ll instantly see how each CEF stacks up to its peers.
This one-of-a-kind CEF-picking tool is backed by a rigorous 6-point assessment that judges each CEF by its current and historical NAV, 10-year return, fees, yield on NAV (the best measure of dividend safety) and more.
The Screener also gives you our one-of-a-kind “CEF Insider Heat Map,” which instantly separates attractive funds (green) from dangerous pretenders (red).
It’s like having me personally advise you on the CEFs worth further consideration for your portfolio.
We’d normally charge $99 a month for access to the Screener alone—but you get it absolutely FREE when you try CEF Insider.
Which brings me to our second proprietary tool, which also comes with your CEF Insider trial membership …
Our CEF Index Tracker Alerts You to
8%+ Paying CEF Bargains—Instantly
Yet another CEF-picking tool, our easy-to-use CEF Index Tracker, lets you instantly compare the performance of practically any CEF to any other CEF and stack up as many funds as you like to our proprietary CEF indexes.
At a glance, you can see which CEFs have outperformed (and may be overpriced) and which have underperformed (and may be screaming bargains).
There isn’t another CEF tracker anywhere on the web—paid or free—that lets you do this. Which is why I’ve added this revolutionary tool to your CEF Insider trial membership.
A $99-a-month value, you also get the Index Tracker FREE as part of your CEF Insider trial.
What You Get in Your 60-Day CEF Insider Trial
In addition to the CEF Screener, Index Tracker and your two-part CEF library—with my 4 best CEFs to buy for huge dividends and double-digit upside as the AI megatrend continues to boost productivity across the economy—your risk-free trial contains a whole lot more, including:
- Your CEF Watch List: My “shortlist” gives you the top 20+ CEFs I’ve got my eye on—the ones I’ve handpicked and personally safety-checked. Each one offers outsized yields and bigger-than-average discounts, so they’ve got plenty of built-in upside, too. But they don’t yet qualify for our…
- Members-Only Portfolio: These are the “best of the best”—my top CEF picks for high, safe income and strong upside. All of them are laid out in an easy-to-read portfolio that includes my up-to-the minute recommendations, buy-under prices, current yields, dividend frequency and more.
- Monthly Issues: On the fourth Friday of each month, you’ll get my latest analysis of the ever-changing CEF space in your inbox. I’ll include detailed analysis on new fund recommendations, updates on existing positions and an overview of trends and events that may affect your holdings.
- Weekly Analysis: Sent straight from my desk to your inbox, you’ll get my weekly investing ideas on CEFs I’ve been watching and analysis of major market events.
- Flash Alerts: You’ll never have to worry about missing out on breaking news on the CEFs in our portfolio. I’ll have an eye on all of them 24/7 and will email you right away if there’s ever any change in my position.
- Unlimited Access to the Members-Only Website: Day or night, you can log into our password-protected website, where you’ll find easy access to all of our resources, including the CEF Screener, Index Tracker, CEF Watch List and the full portfolio. You also get a complete archive of our monthly issues, Special Reports and Flash Alerts so you can see how our recommendations have changed over time.
If you’ve read this far, I’m guessing you think these high-yielding, fast-growing smaller CEFs just might be a good fit for your portfolio.
But I also understand that you may still be hesitant to add a new service. So let’s talk about exactly how your 60-day trial works, starting with …
Our “Publisher-Backed” 100% Money-Back Guarantee
As I said, I’m so confident you’ll enjoy CEF Insider that I’ll give you 60 days to try it absolutely RISK-FREE.
Simply click here to start your Charter Membership today.
Download your Special Reports, read the latest issue, kick the tires on our CEF Screener and Index Tracker and start following one or two picks from the portfolio.
Then enjoy the next couple issues of CEF Insider, my weekly column and all the other benefits of your full Charter Membership.
If, after nearly two months, you don’t feel the advice is worth 10X the price, or if it’s just not right for you, simply let us know and we’ll issue a full refund of your membership fee.
That’s 100% of your money back, no questions asked.
Plus you’re welcome to keep the FREE special reports as our thanks for trying the service.
And oh, yes, at the risk of sounding just a little annoying, there’s one more thing here, too …
Because I want you to be 100% certain this is worth your time, there’s something else I’d like to give you (2 things, actually) …
2 more FREE BONUS reports!
BONUS Special Report #1 (a $99 value):
Your first Bonus Special Report, “5 Hidden Income Plays the ETF Companies Don’t Want You to Know About,” gives you all the profitable details on 5 CEFs the big-name investment managers are actively keeping from you.
That’s because, if you discovered these 5 amazing funds’ income-producing power, you might never buy another ETF again!
The 5 CEFs you get in this report are the perfect companions to the 5 funds you get in your first free report. Here’s a quick sneak peek:
- This fund is a true dividend unicorn! It yields 8.1%, holds well-known blue-chip and midcap stocks AND trades at a bizarre 8.4% discount.
- A bond fund managed by the biggest investment firm in the world (with the deepest connections) paying a massive 9.6% dividend.
- A preferred-stock fund that’s a perfect hedge against volatility. Its management team rotated its portfolio into preferreds that paid more as rates rose, making its 7.1% payout safer than ever. Yet it still trades at an outrageous 8% discount.
- This CEF owns the best real estate for profiting from megatrends like AI and the continued growth of e-commerce. It yields 8.1% and I expect strong upside (20%+) in the next 12 months.
- An 8.9% payer that gives us top US blue chips for 10% off, plus it gets extra support for its big payout from a sneaky-smart options strategy.
BONUS Special Report #2 (a $99 value):
Your second Bonus Special Report, “5 Toxic CEFs That Could Ruin Your Retirement,” protects your CEF profits—and income—by highlighting devious traps you need to steer well clear of, such as:
- Outrageously high fees hidden deep in the fine print (in the case of one fund I’ll name in this report, management has snagged just under half of the fund’s investment income for itself!).
- Ridiculous valuations. One of these funds simply holds other CEFs, a dead-simple business model, yet it trades at a premium and charges a 2.8% management fee, too!
- Dangerous dividends, like the 16%+ yields two of these funds pay. But because these CEFs trade at absurd premiums, they’re at risk of a sharp drop that would be magnified by a (very probable) dividend cut.
Combined, the 4 reports you get with this no-obligation “road test” of CEF Insider are worth $396. But they’re yours to keep no matter what you decide.
Which brings me to my next point.
As I mentioned, because the funds CEF Insider focuses on are small (we’re looking at funds with market caps between $200 million and $1 billion), it’s critical that we also keep our group small and nimble.
Otherwise, we’d move the price as we swing into these income plays—making it harder for everyone to get in at a bargain.
How small?
We’re only letting in 2,000 members to CEF Insider in total.
You read that right: just 2,000 people, and nearly 1,700 have already snagged spots.
So once we hit that 2,000-person limit, we may be forced to close the doors.
If you try to sign up after that, your name will go on a waiting list and you’ll only be able to get in when another member drops out.
I don’t want you to miss out, which is why I’m urging you to start your no-obligation road test right now … while this is in front of you.
To recap, you get a full Charter Membership, with 2 months of full access to our powerful CEF Screener (a $198 value) and Index Tracker (a $198 value). Plus you also get the CEF Watch List, the complete CEF Insider portfolio and ALL of our premium research.
AND you’ll also receive 4 FREE research reports (a $396 value)—including “4 AI-Powered ‘Disrupter’ Dividends Paying 9.8%”—and weekly email updates and alerts.
It’s hands-down the most complete package on CEF investing out there, with all the critical information you need to take advantage of our AI dividend opportunity, our “CEF user guide” to give you the full story on how these funds work, exclusive online tools you can utilize in your own portfolio, our monthly issues, the full portfolio and more.
I’m proud of the tools and information we’ve assembled here, and I can’t wait to share it all with you.
And don’t forget that it’s ALL backed by:
Our 100% Money-Back Guarantee
Go ahead. Try CEF Insider absolutely RISK FREE for 60 days.
Simply click here to start your Charter Membership today.
Download your Special Reports, read the latest issue, kick the tires on our CEF Screener and Index Tracker and start following one or two picks from the portfolio.
Then enjoy the next couple issues of CEF Insider, my weekly column and all the other benefits of your full Charter Membership.
If, after nearly two months, you don’t feel the advice is worth 10X the price, or if it’s just not right for you, simply let us know and we’ll issue a full refund of your membership fee.
That’s 100% of your money back, no questions asked.
Plus you’re welcome to keep the FREE special reports as our thanks for trying the service.
In all, it comes to a total of $792.00 worth of CEF-investing tools—yours completely RISK-FREE.
All you have to do is click the button below to get started.
In the coming months, many investors will still be on the sidelines, fearful of further international turmoil or political instability here in the US.
And the folks who think they missed out on the biggest AI gains? They’ll still be wringing their hands on the sidelines!
Not us.
Our CEF Insider members will be pocketing the huge CASH payouts from our AI funds and our broader portfolio, and watching as their holdings’ discounts disappear.
Don’t be left out.
Start your no-risk trial to CEF Insider now.
Yours in profits,
Michael Foster
Investment Strategist
CEF Insider
P.S. The moment you start your no-risk trial to CEF Insider, you’ll have access to our CEF Screener, Index Tracker, Watch List, the complete portfolio, your 4 Special Reports (including instant access to our AI-Powered “Disrupter” Dividends report) and your first issue.
The 4 reports and two months’ access to the Screener and Index Tracker alone are worth $792.00, but they’re yours free as a new CEF Insider member!
P.P.S. The clock is ticking! Space is limited, and other investors are reading this invitation right now, too. I don’t want you to miss out.
The time to act is now. Simply click on the button below. You have no risk and no obligation whatsoever.
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