5 Monthly Dividends
Set to Soar (and Hand
You 10% Payouts)
- These 5 ignored funds could drop a cool $4,167 into your portfolio every month! AND they’re primed for FAST 20%+ potential upside, too.
- They’re just the start: I’m going to show you a whole world of 8%+ yielding monthly dividends most people don’t know about.
- PLUS these off-the-radar monthly dividend plays are bargains, so they’re primed to soar, in the months ahead!
Dear Reader,
I’ve found 5 funds paying dividends more than 8 TIMES bigger than what cheapskate S&P 500 stocks dribble out … and that payout rolls your way every single month.
And with the bargains on offer here, we could be looking at potential price gains of 20%+, in as little as 12 months.
That’s a 30% total return, on average. And these funds are so overlooked that our research indicates serious upside no matter what happens with the Fed, US politics, trade wars or Russia/Ukraine in the months ahead.
In fact, the leading edge of these gains could be upon us in no time … and I want to make sure you’re in well before then.
I’ll give you more details on these 10%-yielding cash machines in a moment.
First, let’s talk more about the power of monthly payouts, because they’re something most people never get to enjoy …
A Regular Monthly “Paycheck”
Without the Work (20%+ Gain
Potential on the Side)
It’s easy to see why folks love monthly payers: after all, it’s a lot easier to manage your dividends when they drop into your account as your monthly bills arrive.
Trouble is, monthly payers are thin on the ground for mainstream investors.
That leaves them stuck with quarterly payers—which make up all the dividend stocks on the S&P 500. And when you combine a bunch of them, you get a “lumpy” income stream like this:
Monthly Payouts Shift Your Income Stream From This …
What you’re looking at above is a $500K portfolio split up among Procter & Gamble (PG), Johnson & Johnson (JNJ), Bank of America (BAC), Kimberly Clark (KMB) and 3M (MMM).
These 5 companies are staples in many investors’ portfolios …
… but their income stream is a mess! Your dividends range from just $672.34 all the way up to $2,250.68. Worst of all, you’re still only getting a 3.1% dividend yield on your $500K.
That’s less than $16,000 a year on $500K. Poverty-level wages!
What most people don’t realize is that they don’t have to live like this. By going just a step beyond the “popular kids” of the S&P 500, you can find high, safe dividends yielding 8% or more and paying you every single month, too.
One of those corners of the market is a unique type of investment called a closed-end fund (CEF).
These funds hold all the stocks you know well, but with a twist (two, actually).
First, more than 300 of the roughly 500 CEFs out there pay dividends monthly. AND their dividends are through the roof! As an asset class, CEFs yield an average around 8% as I write this.
So, with the 5 low-key closed-end funds (CEFs) I’m going to tell you about in a moment, we can shift the rocky income stream we see above to a smooth-as-silk payout stream we can rely on:
… To This:
That’s more like it!
We’ve now transformed our “lumpy” income stream to a like-clockwork $4,167 in monthly income. That’s $50,000 a year, or a life-changing 10% dividend yield.
Plus, the 5 picks I’m going to show you in a moment come with a twist: they’re smaller CEFs trading at substantial discounts. So when the crowd discovers them, they’re nicely set up to soar.
That’s where our call of 20%+ potential price gains in the next 12 months comes in. And that’s on top of the 10% dividend yield these funds throw off!
In other words, we’ve got potential for a solid 30% in gains and dividends by this time next year.
We’ve Ridden Our “Monthlies” to
Big Gains (and Income) and
There’s More to Come!
This is a good time for me to introduce myself: I’m Kevin Wallen, publisher of Contrarian Income Report, an investing service built for investors looking for the high, safe yields they need to fund their retirement.
We’ve had some great success with monthly payers at CIR. Because here’s what most people don’t realize: investments that pay monthly tend to outperform as regular folks discover the power of their high monthly payouts and pile in!
Consider the PIMCO Dynamic Income Fund (PDI), a corporate-bond CEF run by a guy with deep connections in the bond market and a record of success so strong they call him “the Beast”: Dan Ivascyn.
When we bought PDI in our Contrarian Income Report service in May 2023, it was throwing off a monthly dividend that added up to a sweet 14.6% annualized yield. And while it traded at a slight premium, this was actually a discount in disguise, since PIMCO funds usually trade at double-digit premiums due to their hallowed name in the CEF space.
So we jumped in and started collecting PDI’s rich monthly payout, which drip, drip, dripped into our accounts every month:
PDI’s “Steady as She Goes” Monthly Payout
As of this writing — a mere 19 months later — our man Dan had guided us to a 31% total return, a huge move for a bond fund.
That wasn’t all, though.
As of this writing, we’ve drawn a fat $4.20 of monthly dividends for every single share we hold. On a $100K investment, that comes out to a total of $22,751 of payouts, which have built up in our accounts every month we’ve held PDI.
And counting!
I think you’ll agree that this is a pretty sweet combo of income and growth. It also shows the power of CEFs, particularly monthly paying CEFs, for delivering outsized income and gains—in just one investment!
5 Funds in Our “Dividend Sweet
Spot”: 10% Dividends and
20%+ Potential Upside Ahead
Now let’s get on to the 5 funds I want to introduce you today, which I expect to perform even better than GDV, with MORE of your return coming in the form of monthly dividends.
These 5 overlooked funds have been hand-picked by Michael Foster, our guru on smaller CEFs. Specifically, Michael focuses on CEFs with market caps $200 million to around $1 billion.
What’s so special about CEFs that size?
They’re where the greatest bargains live, because these funds tend to be off the big institutional players’ radar. At the same time, funds in that range are large enough to provide us with the liquidity we need to move in and out of them with ease.
AND when small funds like these get discovered by the mainstream crowd, they tend to soar faster and higher than larger funds do.
Our plan, then, is simple: be on board when that “liftoff” happens. And if we’re a bit early, that’s fine: we’re happy to get paid a rich 10% annual dividend (paid monthly, of course!) while we wait.
Let’s dive in, starting with:
Monthly Dividend Pick No. 1: An 11.9%
Payout and 20% Upside
Our first pick hands us a hefty 11.9% cash dividend, and unlike pretty well any stock on the S&P 500, it pays out that dividend every single month.
What’s more, this fund holds the very best investments as interest rates continue to move lower: utilities and real estate investment trusts, which are essentially “bond proxies” that provide services that are always in demand. So these holdings all throw off high, reliable payouts no matter what!
The team at the top has carefully calibrated its biggest holdings to focus on the infrastructure that will be in the highest demand as the 21st century continues to unfold.
These days, it’s focusing on the safest, highest-yielding electrical utilities, as well as pipeline operators and industrial landlords, which continue to profit as more US manufacturing comes home.
Now is a terrific time to buy, because this fund trades at a totally undeserved 2.9% discount.
This fund, which has kept its outsized dividend rolling out to investors over the last four difficult years, is deserving of a big premium. To be frank, even a small discount is an insult to management. But this deal is great news for us!
If you want to set yourself up for a potential 20% GAIN in addition to that life-changing 11.9% dividend, you need to act fast! I’ll show you how in just a few seconds.
Monthly Dividend Pick No. 2: An
8.1% Payer With an “Inside Edge”
Our next pick is an 8.1% yielder with a sterling track record and the backing of one of the world’s largest management firms, with $11.5 trillion in assets and top talent begging to come work for them.
The proof is in the performance of its portfolio: pick No. 2’s net asset value, or NAV, has jumped 310%, including dividends the fund has collected, since its inception in October 2014!
The key to that gain is in its top-10 holdings: it holds stalwarts like Broadcom (AVGO) and Microsoft (MSFT) and privately held companies that haven’t yet gone through an IPO.
These private holdings have been a big part of its success, and they’re something you and I would never be able to access on our own. But because of this fund manager’s deep connections, we get to invest like billionaires ourselves.
This fund does something else that’s supposed to be impossible for a high-yielder: it grows its payout—and by no small amount: it’s boosted its dividend by 150% since inception!
That dividend is nearly as impressive as our pick’s portfolio gains, and I expect it to keep growing at a similar clip well into the future.
An 8.1% dividend that’s grown triple digits in 10 years and is paid monthly? Most folks will tell you that’s impossible. But that’s exactly what we get with this standout tech fund.
Monthly Dividend Pick No. 3: An 8.2% Payer With a Discount Set to Vanish
Our next pick has been caught up in the real estate downturn, even though its top holdings, including infrastructure and rental-home landlords, are seeing soaring demand and rising rents.
Yet this fund still trades at a 5% discount.
Pick No. 3’s Discount Sale Is On
That’s despite the fact that this 8.2% monthly payer’s management company is one of the best real estate investors in the world! This situation won’t last long, especially as rates come down, driving more interest in this fund from income seekers. Let’s beat them to it.
At this point, you’re probably wondering how to get full details on these 5 reliable income plays …
We’ve put everything you need to know in an exclusive report, “5 ‘Must-Own’ Monthly Dividend Funds Yielding 10%.” I want to send it to you today for FREE.
These are just three of the funds you’ll read about in Michael’s new investor report, “5 ‘Must-Own’ Monthly Dividend Funds Yielding 10%.”
In addition to these 3 CEFs, you’ll discover a misunderstood bond fund yielding an incredible 11%. The weird situation keeping this one in bargain territory is about to vanish, making now the time to buy.
You’ll discover another bond fund yielding 10.7% and run by the savviest managers in the bond market. They’ve smartly bought up high-yield bonds at a bargain as rates rose. That supports the fund’s high yield and will pull in more investors as rates fall.
We’d normally sell this unique report, complete with its “mini-portfolio” of monthly payers yielding 10% on average, for $99 a copy. But it’s yours free today.
Also YOURS FREE: The “Bible” of CEF Investing (a $99 Value)
There’s more, too, because this in-depth report comes with a second volume called “The Ultimate Guide to CEFs.”
The Ultimate Guide (also a $99 value) is essential reading for any CEF investor. There 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.
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.
How to Get Your 2 FREE Reports (and Kickstart Your 10% Monthly Dividend Stream Today)
These two free reports (a $198 value) come your way when you take advantage of another profitable bonus we’re offering you today: a 60-day no-risk trial subscription to Michael’s CEF Insider service.
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 our “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 Michael will bring you in nearly every monthly issue.
But CEF Insider is much more than a monthly publication—it’s a complete service, bringing you a fresh CEF pick almost every month. These picks usually yield 7%, 8% or more and because they’re smaller CEFs, they set you up with double-digit upside potential, too.
We’ve also bulked up the service with a set of unique wealth-building tools you won’t find anywhere else, starting with …
Your Secret Weapon for
BIG Profits in CEFs
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 Michael personally guide you to 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.
PLUS you also get…
A Proven Tool for Sniffing Out
CEF Bargains … and Ripoffs, Too!
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’m adding 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.
High, Safe Yields and Big Gains
Are Just the Start
In addition to the CEF Screener, Index Tracker and your two-part CEF library with Michael’s 5 best picks for huge dividends and fast double-digit upside, your risk-free trial contains a whole lot more, including:
- Your CEF Watch List: Michael’s “shortlist” gives you the top 20+ CEFs he’s got his eye on—the ones he’s 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”—Michael’s top CEF picks for high, safe income and strong upside. All of them are laid out in an easy-to-read portfolio that includes his 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 Michael’s latest analysis of the ever-changing CEF space in your inbox. He’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 Michael’s desk to your inbox, you’ll get his weekly investing ideas on CEFs he’s 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. Michael will have an eye on all of them 24/7 and will email you right away if there’s ever any change in his 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, and I want you to be certain this is worth your time, so 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%, holds a basket of well-known blue-chip and midcap stocks AND trades at a bizarre 7.6% discount.
- A bond fund managed by the biggest investment firm in the world (with the deepest connections) paying a massive 9.4% dividend.
- A smartly run equity fund holding the biggest names in the S&P 500 … and giving us a 9% yield that comes our way with an equally large 8.8% discount.
- This CEF owns the best real estate for profiting from megatrends like AI and the continued growth of e-commerce. It yields 7.1%, and Michael expects strong upside (20%+) in the next 12 months from this one.
- An 8.1%-payer that gives us top US blue chips for 8% off. Plus it generates extra profits (and support for its big payout) through a sneaky-smart options strategy that thrives when markets get rough.
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 14% 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.
I understand if you’re still on the fence, so I’m going to pull out all the stops and take away ALL the risk of trying CEF Insider out. I’ll do that with …
Our “Publisher-Backed” 100% Money-Back Guarantee
I’m so confident you’ll profit from 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, Michael’s 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.
Which brings me to my next point.
As I mentioned, because the funds CEF Insider focuses on are small, 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. (This, by the way, is why Brett Owens can’t recommend these funds to his thousands of Contrarian Income Report subscribers—and why we launched CEF Insider.)
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), weekly email updates and alerts, and a full 60 days to decide if you like the service.
That’s 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, trade wars or drama in US politics.
Meantime, our CEF Insider members will be pocketing their huge CASH payouts and watching as their holdings’ discounts disappear.
Don’t be left out.
Start your no-risk trial to CEF Insider now.
Yours in profits,
Kevin Wallen
Publisher
CEF Insider and Contrarian Income Report
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 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! Spaces are 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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