The “4 Pivot Point”

10% Dividend Portfolio

4 big shifts are roiling the US economy. They’re already changing where the strongest dividends are coming from.

This 4-fund “action plan” gives you rock-solid 10%+ dividend income as these shifts kick in.

Dear Reader,

If you’re a dividend investor—and if you’re reading this, you probably are—I’ve got something you need to know now.

It’s about the future.

Yes, it involves AI.

But it’s not about the shiny ponies of the AI world. No Microsofts, NVIDIAs or Palantirs here.

We’re digging deeper into the AI revolution, which is actually 4 separate revolutions happening at once.

Pivot points, if you will.

I call them pivot points because they’re set to send society, and the economy, into a hard 90-degree turn.

For companies smart enough to prepare, they’ll trigger a huge jump in profits and cash flows.

Which (of course!) translates into big dividend payouts for us.

And with the breakneck speed at which things are changing, the time to invest in the shares of these savvy early adopters is now.

If you’ve been reading the headlines at all (and let’s be honest, we’re all news addicts these days), you’ve probably been stunned at how fast AI is evolving.

The timelines are extraordinary—faster than any shift humanity has ever seen.

And they’re getting even faster.

Many AI labs are talking about complete upheaval, from the job front to how we conduct our daily lives, in as little as 18 months!

Just a couple months ago, for example, Anthropic rolled out new tools that allow almost anyone to build an app of their own. No coding experience required!

That sent a chill through the software world, upending everything from software-as-a-service (SaaS) stocks to providers of IT security and even logistics software.

AI Crashes Software Stocks

The key takeaway is simple: We need to stay ahead of the wave here, or we risk getting pulled under.

Which brings me back to those 4 pivot points, which we’re going to dig into below.

They’ve been misunderstood, or downright ignored, by most investors, consumed as they are with surface-level stuff, like whether AI will take jobs.

Or other, totally bizarre, Armageddon-style stories that stretch into the realm of sci-fi.

We’re not here for any of that.

We’re 100%-focused on cash flow—and the dividends it supports.

In this special investor bulletin, we’re going to walk through each of those 4 pivot points.

And we’re going to get to the heart of what this transformation means for our portfolios and our income stream.

That last point is crucial.

Because at the heart of our plan are 4 funds I’ve personally handpicked to profit—and generate big dividends from—each of the pivot points we’re going to discuss today.

And when I say “big dividends,” I’m not kidding. Between them, these 4 pivot-point picks yield 10% on average, with the highest payer of the bunch yielding a rich 13%.

We love these funds because they have two ways to pay us:

1. Through their outsized (and often monthly paid) dividends, and …
2. As their undeserved discounts “snap back” to normal, lifting their share prices as they do.

As you can probably guess by now, this unique collection of 4 pivot-point funds comes at AI differently.

What I’m going to show you today is NOT about headline-driven silliness.

It’s not about fear at all.

It’s about innovation—which has always been at the heart of the American economic story. Consider:

The telephone (invented in 1876).

The incandescent lightbulb (1879).

The airplane (1903).

The assembly line (1913).

The personal computer (1975).

The world wide web (1991).

The smartphone (1994).

Each one of these innovations shook society—and triggered plenty of worry, too.

Yes, even the lightbulb!

Back when it was invented, electricity was new and considered dangerous. People were terrified of getting electrocuted, and of wires shorting out and starting fires.

Some even worried that nighttime would “disappear,” and gambling, prostitution and all sorts of other debauchery would ensue!

But looking back on these inventions now, we don’t remember, or read about, any of that. History has largely forgotten these fears.

We see growth.

And that’s the angle I want to come from today.

Because our AI strategy is based on what’s always driven our country’s economy forward.

Businesses that generate strong, and growing, profits.

That’s where these 4 pivot points come in.

Taken together, each one forms a big part of the AI story.

But they’re not getting nearly the coverage they deserve. They’re actually happening quietly—behind all the noise.

4 Megatrends—1 Big Dividend Opportunity

Our four 10%-paying funds are each tied to one of those 4 pivot points the AI-focused crowd is missing.

As we get into them, I’m sure you’ll agree they don’t get the same level of coverage that, say, the latest updates to ChatGPT or Claude do.

But make no mistake: These 4 pivot points are among the biggest growth stories in AI today.

They’re built on real, measurable results and megatrends that are only just getting started.

That’s critical to anyone looking to this technology for dividend income, of course.

Because those income streams must be fully supported by rising cash flows and outsized growth.

And that’s exactly what we’re talking about here—cash flows and earnings growing fast enough to sustain (and grow) the 10% average dividend kicked out by the 4 funds we’re going to get into shortly.

These 4 funds already have the financial muscle to sustain their dividends without breaking a sweat. The AI-driven benefits to come will help lock in, and, yes, grow that 10% average payout for many years to come.

Then there’s the upside: As AI rolls through these funds’ holdings, my research suggests that the efficiency, and growth, the tech generates will inflate their bottom lines.

And, of course, where profits go, share prices follow.

The key here is that each of these 4 funds is tied to an individual pivot point that is either a critical input to the AI revolution or an already-proven output.

On the input side, we’re talking about everything from capital businesses need to build or buy the AI tech they need, to the bucketloads of electrical power this new tech consumes.

On the output side, we’re tapping into deeply embedded trends that have been going on for years—and are set to get an upside “kick” from AI-driven innovation.

Things like manufacturing automation, the first of our 4 pivot points.

Enter the Robots

Robots, of course, have been building things on factory floors since the 1980s. That’s nothing new.

But with AI, these robots can adjust and adapt to new tasks in seconds.

That’s not getting nearly the coverage it deserves.

The numbers behind the robots’ takeover of the factory floor are stunning: According to research firm Markets and Markets, the AI robotics market is poised to explode from a $6.1 billion in 2025 to a $33.4 billion one in 2030.

That’s a 40% yearly growth rate. In just five years!

And it comes smack in the middle of the “reshoring” trend that kicked off a few years ago—and has accelerated as more US companies come home.

Tariffs. Wars. They all play a role in driving this shift.

And the US is, of course, the world’s largest consumer market. So no matter what happens from quarter to quarter, the long-term trend in US factory construction will be up.

At the same time, factories are facing a little-reported “human” labor shortage. According to a June 2025 LinkedIn post from Ford (F) CEO Jim Farley, the US is actually short some 600,000 factory workers.

This is a prime setup for robotic manufacturing. And it comes at a time when the ’droids are already moving in at a quick pace.

According to the International Federation of Robotics, there were some 542,000 industrial robots installed in factories in 2024 alone—the fourth straight year that installations topped 500,000 units.

That clearly tells us that robotics is a technology that was already profitable without AI. That’s a setup we love, because we want to tap AI opportunities in areas that are already well-established.

And when you add AI to robots you get another wave of productivity, since these machines can operate autonomously, taking on new tasks and adapting to changes in their current jobs in seconds.

They don’t take breaks.

They don’t call in sick.

And they don’t take vacations.

The profit potential here is enormous, even if these robot “workers” just address the factory-staffing shortage. That seems a safe bet in the years to come, given robot-manufacturing’s stunning growth forecast.

The same type of dynamic is playing out in another of our 4 pivot points: The explosion of innovation in drug research that’s quietly unfolding now.

More New Drugs Faster—Thanks to AI

Drug stocks are about to see their research costs—and timelines—slashed by AI.

And few people are talking about it.

The numbers here are astonishing, too.

According to Deloitte, it cost $2.23 billion to develop a new treatment in 2024. And it can take 10 to 15 years to guide it from discovery to FDA approval.

But at any point in that process, the drug can fail a clinical test and flame out entirely.

If that happens—and it does 90% of the time—the millions (or billions) that have gone into that treatment go poof.

Then along comes AI, which, according to research from Intuition Labs, could cut that research time dramatically. Some experts say as little as six years.

That’s critical because patents last only 20 years. So the faster a company gets a drug to market, the more time it has to cash in before generics show up.

Even if AI shaves just a few years off the process, we’re talking about years of additional “protected” sales here—and potentially billions more in revenue.

And that’s before we even talk about the dramatic cost cuts that could come from fewer years in development.

I think it’s fair to say we’re talking about a complete restructuring of pharma, as these companies test more treatments, develop them more cheaply than ever, and get more of them out to market faster.

An absolute game-changer. And it’s NOT priced in.

This is the kind of overlooked “unlock” we dividend investors love about AI. And now is the time to get in.

A “Dividend-Driven” AI Investing Plan

So far, we’ve talked about 2 of our 4 AI-driven pivot points—robotics and drug development. (We’ll cover the next two in a moment.)

And I’ve given you a hint of the kind of dividends (and gains) our opportunity offers.

Now we’ll take the next step and talk a little more about the 4 funds we’re going to use to cash in these titanic shifts.

I’m especially excited about these 4 high payers (yes, they offer a 10% yield on average) because they’re cheap now.

But as more people worry about the NVIDIAs and Microsofts of the AI race and look for other ways to profit, I expect these deals to disappear.

In fact, investors’ shift—from tech developers to companies primed to profit as AI supercharges their operations—has already started.

Which is why we need to grab our position today, while we can still “lock in” these bargain prices (and our 10% average dividend, too).

That’s the first part of our story here.

The second?

These 4 funds are a special type of fund called a closed-end fund (CEF).

You might already know about CEFs. You may already own a few.

CEFs are perfect for investing in underappreciated AI plays like these because they let us buy professionally managed portfolios of these stocks.

So we don’t have to spend hours to, say, try to break down the pipeline and R&D resources of pharma companies ourselves.

Plus, CEFs have a “quirk” that works in our favor: They often trade at discounts to the true value of their portfolios.

This is called the “discount to net asset value,” or NAV, and its profit potential can be explosive.

Heck, sometimes even fairly modest moves in a CEF’s discount can ignite a solid return.

Take the PIMCO Access Income Fund (PAXS), a fund I issued an urgent buy call on in November 2022, when it was trading around NAV.

By late May of 2024, its valuation had jumped to a 4.5% premium, and PAXS had posted an 18.5% return. That’s a strong move for a bond fund:

Then there was the BlackRock Technology and Private Equity Term Trust (BTX), the last AI-focused fund we sold, in August 2025.

This one’s discount narrowed from around 6% when we bought in April 2025 to 4.5% when we sold in August. That doesn’t sound like much … but it was enough to ignite the fund’s market price!

In that 4-month span, BTX returned 16.3% (50% annualized)!

Narrowing Discount + AI Profits = Fast Return

Best of all, much of this return came in the form of dividends, as this fund paid a 17.3% (!) dividend when we bought.

And I expect the discounts of the pivot-point funds we’re going to dive into shortly to shrink even faster, pumping up the pressure on their share prices.

And before we go further, I should address one thing: I know the two examples I just showed you aren’t the 5,000%+ gains stock touters regularly roll out to try to impress you.

That’s fine. Others can have those lottery-ticket stories.

I focus on building wealth the lower-risk way, steadily building our income (and net worth) over time.

Safety is my first, second and third priority.

The good news is that with CEFs’ diversification, professionally managed portfolios and high dividends, we can give ourselves a shot at lasting wealth that’s far steadier than the average investor gets.

And with the 4 CEFs we’ll get into below (just a few more seconds!), I see the potential for even stronger gains than the examples I just showed you (to go along with our 10% payouts).

That’s because, in addition to the discounts on the funds themselves, we’re getting a discount on the stocks they hold.

And that rare “double discount” is before we even talk about the dividends! As I write this, the average CEF kicks out a 9% dividend, on average, and many of these funds pay monthly, too.

(And of course, our 4 pivot-point funds pay even more—10% on average.)

Now, before I introduce you to these 4 funds (and our remaining two pivot points, I’m going to take a (very!) quick detour and introduce myself, so you know exactly where these 4 CEF picks are coming from.

My name is Michael Foster, and I’m no stranger to the AI world.

I hold a Ph.D. in linguistics, and during my studies I focused on corpus linguistics, a branch of the field studying large collections of language with millions of words of text to find statistical patterns.

What I did by hand in the 2000s is what AI systems do automatically today.

The easiest way to think of corpus linguistics is as the Elvis to today’s large language model (LLM) rock stars like ChatGPT and Claude.

My take on AI is simple: It’s a kind of “word calculator.” Similar to the original calculator (and spreadsheet, and computer), it makes a lot of repetitive work unnecessary.

In other words, it’s another bit of software that boosts efficiency and saves time, resulting in a more productive workforce overall.

And when you mix AI with the income-producing power of CEFs, you get something truly special indeed.

I know that because I’ve personally used CEFs to tap into megatrend after megatrend in my own personal investing over the years.

In fact, largely thanks to these funds, I was able to dump my 60-hour-a-week gig as a research professor, boost my own net worth and build an income stream that easily pays my bills.

And the real magic of these funds happens when you aim to invest in CEFs with smaller market caps, say around $1 billion or less.

That’s because this corner of the market tends to be where the biggest CEF discounts live because it’s mostly off-limits to the bigger players.

Think about it: if a big investment house with, say, a $20-billion market cap bought every single share of a CEF with a $500-million market cap and that CEF doubled, it would only boost the buyer’s market cap by a measly 2.6%.

It’s just not worth the hassle!

But you and I don’t have that problem.

Better still, with smaller CEFs, we’re mainly up against other individual investors, and they tend to be very conservative (and predictable!). When the market falls out of bed, these folks are often quick to overreact (which, yes, is Latin for “sell”).

And we’re happy to grab their 8%+ paying funds at sweet discounts!

It’s an exciting, and rewarding, way to invest, and I’m excited to tell you more about my approach. Now, though, it’s time to dig deeper into those 4 pivot points and get granular on the 4 CEFs (yes, yielding 10% on average) I’ve hand-picked for you to profit from each one.

Pivot-Point Pick No. 1:

An 8.7% Payout From the

Automation of American Factories

Our first pick focuses on American companies, with most of its portfolio in mid- and small-cap stocks.

These “all-American plays” give us exposure to some of the top sectors set to be supercharged by the rise of AI and other efficiency-improving tech.

We especially love the tie between industrials and technology, which together make up a little more than half of Pick No. 1’s portfolio:

The combo of these two sectors is going to be clutch in the next five years, as robotics take center stage in the nation’s factories.

Consider a December report from Manufacturing Automation that showed only 37% of US manufacturers use any real automation. But 73% say they’ll spend more on it in the next three years.

What’s more, they say the #1 reason they haven’t automated more is because today’s systems don’t work for them.

Enter AI, which lets machines adapt on the fly and take on more intricate work. That’ll boost productivity and cut costs.

For investors, it means higher profits, greater efficiency and, for Pick No. 1, potentially higher dividend payouts.

Those would come on top of an already high 8.7% dividend as I write this.

But even if we don’t see higher payouts right away, that’s fine. Because we’ve got another way to get paid with this one: through its closing discount to NAV.

As I write, Pick No. 1 trades at a 9.8% discount. In other words, we’re getting access to its smartly built portfolio of mainly US companies for 90 cents on the dollar. Let’s get in on this deal while we still can.

Pivot-Point Pick No. 2:

AI Is Rewriting Healthcare. This 13% Payer Is Here for It

We just talked about how AI is going to be a critical driver of growth in US manufacturing …

It’s the perfect setup for our next fund, which is our AI-powered drug-development titan.

It’s got a portfolio of companies primed to ride along as AI sends medical research into hyperdrive. Don’t discount this as hype, because it’s the biggest shift in healthcare we’ve seen in generations.

And with the scale of breakthroughs we’re seeing, it’s hard to underestimate the profit potential.

Imagine an Ozempic or Wegovy coming every two years as opposed to every four or five. And imagine holding the stocks making these record-time treatments.

Now we can put ourselves in position to do just that, by holding the basket of proven biotechs in the portfolio of our second pick.

This fund is a 13% payer that does something perfect for this moment: It sets its dividend as a percentage of its net asset value (NAV).

We love that because it sets up our already-high payout to rise as AI supercharges biopharma. That, in turn, would extend the growth run this stellar dividend has already been on over the last three years:

Pharma Rebound Commences, Pushing Up Pick 2’s Payout

As I write this, Pick No. 2 trades at a 9.7% discount to NAV, so we’re essentially paying 90 cents on the dollar here!

The cherry on top? This fund is run by actual doctors and medical researchers. That’s a major advantage—and it’s why this fund has returned a tidy 70% in the last three years, an otherwise dismal period for healthcare stocks.

That’s Act 1 of its long-term run. Let’s get in now, before Act 2 starts.

Pivot-Point Pick No. 3:

A 6.8%-Paying Play on AI-Driven

“Merger Mania”

Pick number 3 gives me the window I need to share the third of our 4 economic pivot points: the merger and acquisition mania that AI is set to unleash.

It’s Business 101 that when corporate sales and profits soar (as they did in 2025, up 7.4% and 12.5%, respectively), companies do one thing: expand.

AI is a big driver here, with monoliths like Microsoft (MSFT), Meta Platforms (META) and other big names, who haven’t been big acquirers in the past, suddenly opening their wallets.

That’s a boon for the financial sector, of course, especially big names like JPMorgan Chase & Co. (JPM) and Wells Fargo (WFC).

Everybody knows that. It’s first-level knowledge.

What gets less coverage is the fact that this shift is trickling down to smaller, regional banks, who have the expertise to help local businesses make the same moves.

And they are set to do so: According to a recent Bank of America (BAC) survey, 74% of the country’s small-business owners expect sales to grow in 2026—and 60% plan to expand.

This story is being totally missed in the breathless coverage of tariffs and overseas wars, and it’s here where us contrarians are going to strike.

Our play?

A 6.8%-paying regional-bank CEF whose payout does one thing: grow.

Over the last decade—including the pandemic and the ensuing interest-rate surge—management has hiked the payout 76%, a big move for a fund already kicking out a 6.8% yield:

Pick No. 3 Hikes Its Already Sky-High Payout …

And on the return side, the story is even better, with Pick No. 3 crushing the benchmark finance-sector ETF since this fund was launched 27 years ago.

… And Delivers Long-Term Outperformance, Too

A fund that pays this much and outperforms by such a wide margin is a unicorn. The fact that it trades around its net asset value now, when it usually trades at a premium, puts it over the top for us—and makes now the key time to grab a position.

And finally …

Pivot-Point Pick No. 4:

A 12.5% Payer Tapping AI’s Bottomless Power Demand

I think one thing is abundantly clear from all the topics we’ve covered today: All of these changes are going to require an immense amount of electrical power.

Yep, you guessed it: AI’s bottomless power demand is our fourth pivot point.

And we’re going to “plug in” with an infrastructure fund yielding a rich 12.5% today.

And that dividend is growing: It’s up a stout 38% in the last 12 months.

Management has perfectly positioned this fund to profit as AI and tech eats up more and more power. The forecasts here are truly, er, shocking (sorry!). Take a look at this chart from the US Energy Information Administration:

Now compare that with the sector breakdown of pick No. 4:

You simply couldn’t ask for a better fit.

That’s why this fund is our top pick for the transformative years ahead.

Management has smartly placed it in the tracks of the tech revolution, with the bulk of its portfolio in utilities, pipelines (still critical for power generation, even as renewables pick up) tech infrastructure and, yes, industrial space—key to the factory-automation trend we just talked about.

So where does that leave us? With a growing 12.5% “megatrend-powered” dividend trading at, yes, a discount: an oversold 4.5% as I write this.

Discounts like this don’t tend to stick around, so now is the time to lock in this 12.5% dividend. Here’s how we’re going to do it.

A Sneaky-Smart Way to Play AI for 10% Dividends, Upside

Up to now, we’ve broken down the 4 pivot points AI is ushering in and why most investors have completely missed the boat on them.

And we’ve done a deep dive into exactly how we’re going to buy into each one.

“Deep dive” may not be the right term. Because the real beauty of our strategy is in its simplicity.

1 dividend fund, 1 pivot point.

In 4 simple buys, we’re dialed straight into every one of these unstoppable megatrends.

And we’ve set ourselves up for a rich 10% average dividend …

… and we’ve given ourselves a solid shot at upside as these 4 funds’ unusual discounts “snap back” to normal (and to be honest, I see them doing far better than that).

The bottom line here is that this way of thinking about AI—through these 4 unstoppable shifts—is critical if you’re going to reap big dividends and upside from the technology.

We simply cannot fall into the trap most people do, of trying to pick the winners and losers among the so-called “Magnificent 7”—or other names that we think might win or lose as the tech transforms the economy.

AI is simply moving too quickly for anyone (even professional investors) to pull that off.

That’s why our strategy is different.

We remain laser-focused on our 4 pivot points—AI-driven mega-mergers, AI’s voracious (and proven) demand for power, the automation of manufacturing and the tech’s supercharging of drug development.

These are NOT headline-driven fads.

They’re proven. They’re happening now. They’re making money for select stocks and funds. And they have many years left to run.

I like to think of them as “pick-and-shovel” plays on the AI revolution. We’re not trying to pick the winners and losers. Instead, like those peddlers of picks and shovels during the California Gold Rush, we’re buying the companies fueling AI’s ongoing growth.

That’s where the real profit lies.

These firms are supplying the power. And the capital. And the new growth markets (like manufacturing and pharma) that will set the stage for the next act of this stunning tech revolution.

And we’ll be in at a discount (and a 10% dividend!) thanks to our 4 “pivot-point” funds.

If you’re a dividend investor—and if you’ve read this far, I assume you are—I think you’ll agree that this is the right way to invest as this technology embeds itself deeper and deeper into society.

Unlike the crowd, we’re not chasing crowded trades like NVIDIA (NVDA) and Alphabet (GOOGL).

And we’re not settling for those stocks’ low (or zero) dividends, either. We’re drawing a sweet 10% payout, every year, on our upfront investment.

Think about that for a second: Instead of playing a game of Whac-A-Mole, trying to basically guess where this technology will go next …

… we’ll be comfortably sitting back, collecting our 10% dividends and setting ourselves up for “snap-back” upside as these 4 funds’ discounts simply revert to normal levels.

In other words, every year, we could be getting 10% of our upfront investment back in dividends alone.

Reinvest them if you want. Take that trip you’ve been thinking about. Or use them to pay your bills. It’s all up to you.

This is how everyone should be investing in the revolution that’s now upon us. But unfortunately, few people ever get past the shiny ponies touted by the business press.

We’re fine with that. It’s why we can grab these 4 “backdoor” AI plays at big discounts (and with big yields, too).

To make it as easy as possible for you to get started, I’ve put all my research on these 4 income plays into a handy guide you can keep right at your fingertips. I call it…

The AI ‘Pivot-Point’ Portfolio:

4 Funds for 10% Dividends

I’ve spent months assessing each of these 4 funds’ management teams, dividends, discounts and more, and I’ve placed all the results of that research in a new Special Report, simply called “The AI ‘Pivot-Point’ Portfolio: 4 Funds for 10% Dividends”

Inside this free volume, you’ll get:

• A full breakdown of each of these funds’ holdings, including names and tickers, as well as a clear explanation of how each of them is linked to each of our critical pivot points.
• A detailed examination of their dividend histories and frequencies and, of course, their current yields.
• A look at their discounts, including why their current markdowns are unusual now—and likely to “snap back” in the future, putting upward pressure on these funds’ prices, and …
• My full analysis of each fund’s management team, and why each of these pros is perfectly suited to take full advantage of the era of disruption we’re living through now.

This report really is one of a kind, and one of only a couple that I know of that takes on the changes society is facing today from a dividend investor’s standpoint.

We’d normally sell this unique report, complete with its “mini-portfolio” of the 4 funds tapped into each of these 4 baked-in pivot points, for $99 a copy.

But it’s yours FREE today.

And it’s not the only free report I’m going to give you.

Because I want you to feel confident about investing in these pivot points.

And I know that what I’m putting in front of you here is novel.

Sure, you’ve probably got experience buying high-yielders at this point. If you’ve read this far, it’s almost certain you do.

But tying our dividends to these 4 pivot points is new. It’s a different way of looking at both dividend investing and AI.

So I’m going to add to your income stability—and boost your peace of mind—with another free Special Report.

Like “The AI ‘Pivot Point’ Portfolio,” this one also focuses on CEFs.

But the 5 funds in your second Special Report sport two key differences that perfectly complement our 4 AI-focused 10% dividends.

1. These 5 funds—average yield: 9.7%—come from across even more sectors of the economy, delivering a level of diversification that gives us even more peace of mind. And most important …
2. All 5 pay dividends monthly.

When you consider that the average yield is 9.7% here, it’s not a big leap to see that you can build yourself a very nice monthly “paycheck” (or 5!) just with these 5 monthly payers.

All the details are in your second free Special Report, called, simply, “5 ‘Must-Own’ Monthly Dividend Funds Yielding 9.7%.”

Inside you’ll discover:

• An 11.5% dividend backed by utilities, pipelines and tech infrastructure firms positioned to profit as interest rates fall and AI power demand surges. It’s a solid complement to our pivot-point portfolio. Then there’s …
• A tech-focused fund delivering a 7.7% monthly dividend that’s grown 150% since launch, backed in part by private-equity holdings most investors can’t access. This fund’s portfolio has nearly quadrupled since inception, backing a payout built to keep rising.
• An 8.5% monthly payer trading at a 7% discount despite owning real estate and infrastructure assets that are all in high demand. Look for its unusual discount to snap shut as rates ease in the coming years, adding some sweet upside to its generous income stream.
• A misunderstood bond fund yielding an incredible 11.5%. The weird situation keeping this one in bargain territory is about to change. That makes now the time to buy.
• Another bond fund yielding 7.8% and run by the savviest managers in the bond market. This pro has bought high-yield bonds at a bargain as rates rose. That supports the fund’s high yield and will pull in more investors as rates turn lower.

Taken together, these two reports let us go on offense and defense: tapping straight into our 4 pivot-point” megatrends (for 10% average dividends), then backstopping those moves with our 5 diversified monthly payers kicking out that 9.7% payout.

And their discounts give us more downside “insulation” to boot.

So let’s get on with it and get copies of each of these two critical income reports into your hands.

To grab your copies, 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.

CEF Insider is different from any other research service because it focuses on smaller CEFs. I’m talking about funds with around $1 billion in market cap or less.

You won’t hear many other investing services offer up such a precise target, but there’s a good reason for it: This is where the biggest bargains live in CEF-land.

This window is too small for the big institutional players, but it’s still big enough for us to get in and out of easily.

Moreover, it leaves us with other individual investors on the field, and hardly any institutional players.

That’s a plus because we know the average investor is quick to sell on any headline-driven fear. We can play that twitchiness, grabbing great funds (yielding 8% and more) for big discounts.

That’s where I come in, letting you know exactly when to buy and sell these funds, monitoring them every single day—so you don’t have to.

Your 60-day “road test” of CEF Insider gives you access to my complete service—including its portfolio of CEFs throwing off yields up to 14% as I write this.

And it comes with your own copy of “The AI ‘Pivot Point’ Portfolio: 4 Funds for 10% Dividends,” as well as “5 ‘Must-Own’ Monthly Dividend Funds Yielding 9.7%.”

Bear in mind also that you’re under no obligation here. Under this VIP invitation, you have two full months to try the service.

If you decide it’s not for you, that’s fine. Simply let us know and we’ll refund your full subscription amount.

The 2 reports, and my full research on all the picks therein, are yours to keep.

But I’ll come right out and say that I don’t think you’ll want to exercise that option when you get a chance to check out CEF Insider for yourself.

Our portfolio’s buy recommendations are still undervalued, despite the run the stock market has been on over the last three years.

These funds, and their unusual discounts to NAV, give us something mainstream investors only wish they could get: a clear indicator that these CEFs are cheap, and primed to spring higher.

And when these discounts shrink, the capital gains can be huge indeed. Over the years, we’ve booked some truly enormous long-term total returns from our discounted CEFs.

Like the Adams Diversified Equity Fund (ADX).

I pounded the table on this one back in July 2017, and it delivered gains and dividends amounting to 230% in the more than eight years since. And it crushed the market, too.

ADX Delivers 230% Returns (and Counting)

And it’s not just long-term gains on offer here.

Our CEFs’ closing discounts often hand us quick profit pops, too, like we saw from the Eaton Vance Tax-Managed Global Buy Write Opportunities Fund (ETW):

ETW Skyrockets 27% in 9 Months

Or the Nuveen Core Plus Impact Fund (NPCT), a corporate-bond CEF we grabbed for a quick gain in late 2023:

NPCT Spikes 21% in Just 5 Months

What’s more, all of these funds threw off rich dividends of 8% and more (with some of those payouts coming our way monthly) back when I recommended them.

I expect the opportunity we have today to do even better, thanks to the 4 pivot points they’re all dialed into.

You see, 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 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.

CEF Insider is the complete income package. It’s built around three “pillars” that give you the tools and insights (along with my personal guidance) to reap the most income (and gains) from these funds, starting with:

CEF Insider Pillar 1: Fully Guided

Income Strategy

At the core of CEF Insider is my personal strategy, which I’ve spent years—since I left my job in academia—honing. It’s the one I personally used to attain financial freedom.

It’s aimed at handing you 8%+ dividends, often paid monthly. Our approach is practical and common-sense: We prudently buy when discounts are unusually wide, then sell as they narrow and “slam shut.”

The 2 free Special Reports I just told you about set the stage here. The first pillar of our CEF Insider service is Act 1, giving you:

• Detailed Monthly Issues: On the fourth Friday of each month, you’ll get my latest analysis of the 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.
• Your “Members-Only” Portfolio: The funds you’ll find here are my top CEF picks for high, safe income and strong upside. All of them—with yields up to 14% as I write this—are laid out in an easy-to-read portfolio.

  At a glance, you get my up-to-the minute recommendations, buy-under prices, current yields and even each fund’s dividend frequency (as we just discussed, some of these funds pay dividends monthly).

  You can also see the exact date of my latest analysis of the fund and a link to the issue where I made my first recommendation. You always have all of my analysis at your fingertips before you buy.

• A Full Listing of Closed Trades, so you can see every recommendation I’ve made since we launched the service, as well as a link to my sell call, so you can see our reasons for moving out of the fund when we did.
• 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. These don’t yet qualify for our portfolio, so you could think of them as our “farm team”—and a great place to go hunting for other CEF ideas.

• Your 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 our CEF Screener and Index Tracker (more on those two tools next), as well as our 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.

These are the very heart of our service—everything you need to get started. Flip through here and pick up your first few CEFs, and get ready for your first dividend payouts.

Then we build on Pillar 1 with …

CEF Insider Pillar 2: Discount “Intel” to Help Maximize Your Gains

Big dividends are, of course, what attracts most people to CEFs, but those of us in the know also understand that discounts, and the upside they generate, are equally important.

To that end, CEF Insider gives you tools to pick up on funds that may be oversold (and ripe for a bounce) or get a heads-up on those that may be overbought (and potentially facing a correction):

• A CEF Screener that lets you sort through the roughly 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 tool is backed by a 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 CEF Insider “Heat Map” gives you an ever-evolving snapshot of what I see as attractive, undervalued funds (in green), as well as riskier, overvalued funds (in red). It’s like having me personally guide you to the CEFs worth further consideration for your portfolio.
• The CEF Insider 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).

Which brings me to the third pillar of this comprehensive CEF-investing system …

CEF Insider Pillar 3: Ongoing CEF “Surveillance,” Recommendations

and Alerts

Even though we aim to hold our CEFs for the long term, markets, of course, can change fast (especially these days!).

But you don’t need to worry about that because I’m constantly monitoring our portfolio. Whenever there’s a news event, either from within the fund or without, we’ll break it down through:

• Weekly Analysis: Sent straight from my desk to your inbox, you’ll get my weekly investing ideas on CEFs I’ve been watching, as well as analysis of any market (or fund) events affecting our portfolio.
• 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.
• Answers to Your CEF Questions: No matter what’s on your mind, simply phone or email our customer service representatives in New York and I’ll respond in a timely manner.

If you’ve read this far, I’m guessing you think the smaller CEFs I recommend in CEF Insider might give you the extra income (and gain) “punch” you’re looking for.

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 report is your source for all things CEF, “The Ultimate Guide to CEFs.” It gives you everything you need to know to reap maximum profit from your own CEF picks, including:

• How CEFs can pay outsized dividend yields—and a simple way to make sure your fund’s payout is sustainable.
• The relationship between CEF performance and management fees (it’s not what you think!)
• The simple trick CEF managers regularly use to keep their funds’ discounts from getting too wide (this unique “insurance” simply doesn’t exist in stocks, bonds or ETFs).
• The surprising reason why the liquidation of a CEF is actually good news for investors.

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 we 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 a quarter 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 20% 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.

CEF Insider is an elite-level service that takes dividend investing one step further, grabbing those nice long-term holdings we love, but also tapping smaller CEFs for quick upside when those opportunities present themselves.

I know it’s a different way of investing, and I understand if you’re still on the fence, so I’m going to make it as risk-free as it can possibly get.

Our “Publisher-Backed” 100% Money-Back Guarantee

Before I go further, I should mention that regular members pay $799 a year for CEF Insider.

But because I want you to get in on the service—and our 4 AI-driven pivot point funds at the best deal possible, we’re going to slash that price in half.

That’s right, I’m talking about a 50% discount here. And thanks to our Publisher-Backed Satisfaction Guarantee, you get an even better deal than that.

That’s because, as I mentioned before, I’m giving you 60 days to try CEF Insider 100% risk-free.

Download your Special Reports, including the newest one: “The AI ‘Pivot Point’ Portfolio: 4 Funds for 10% Dividends.”

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 service is right for you, simply let us know and we’ll issue a full cash 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.

That’s it! All I’m asking you to do is agree to a risk-free trial today.

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.

We’re not talking about day trading here. We ideally want to hold these funds for the long haul, collecting their rich dividends as we do.

But we are talking about hitting up smaller funds to grab bigger upside than you might see in larger funds. So it does require a bit more of an active hand than, say, buying an S&P 500 index fund and calling it a day.

But again, I’m taking on that task so you don’t have to.

Your job? Just follow along—and collect your outsized dividends as you do!

So just how small of a group are we talking about here?

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 and Index Tracker. 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, weekly email updates and alerts, and a full 60 days to decide if you like the service.

In all, we’re talking about a package of CEF investing tools worth $792.00 here, if we were to sell them separately. They’re yours completely risk free.

And, as I mentioned a second ago, you’ll secure your membership for 50% off the regular price.

So instead of the $799 regular subscribers must pay, you’ll invest just $399 to get all of these Special Reports (including our newest one, “The AI ‘Pivot Point’ Portfolio”) AND a full year of access to CEF Insider.

And of course you’re fully protected by our 60-day money-back guarantee. If the service isn’t for you, no problem! Let us know and we’ll refund every penny you’ve paid within that 60-day window.

And bear in mind that the 4 Special Reports, which carry a value of $99 each (or $396 in total, about the same amount as your discounted first-time subscription rate) are yours to keep no matter what you decide.

There’s no reason not to give CEF Insider a shot—especially since I’ve taken on all the risk here!

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, another escalation of the trade war or further drama in US politics.

And these folks will be totally oblivious to the 10%+ dividends, driven by the 4 AI-powered pivot points we’ve discussed here.

Meantime, our CEF Insider members will be pocketing their huge cash payouts and watching as these 4 powerful shifts hit their stride and start driving dividends, and upside, for those savvy enough to get in now.

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 and your first issue.

As I mentioned above, the 4 reports alone are worth $396 all by themselves, about the same as your introductory rate. So you’re essentially getting the rest of the service— monthly CEF Insider issues, weekly updates, our full portfolio, the Screener and Index Tracker and more—for free!

And of course, our “Publisher-Backed” 60-day guarantee means you can cancel anytime in that period and get a full refund, while keeping all 4 Special Reports.

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.