“If You Ignore These
9.8%+ Payouts Now,
You Could Miss Out
on MASSIVE Gains!”
In this special report, you’ll discover:
- The most reliable profit indicator you’ll ever find in investing. Buy when it flashes and you could be lined up for quick DOUBLE-DIGIT PROFITS!
- The ignored group of funds positioned to return 29.8% in the next 12 months – with a big chunk of that IN CASH!
- 4 incredible fund picks with amazing yields more than 8 TIMES HIGHER than the S&P 500 average!
Dear Reader,
I’ll get straight to the point.
I’ve found a group of overlooked investments, called closed-end funds (CEFs), that could hand you double-digit price gains – year in and year out – in your income portfolio.
And you won’t have to sacrifice dividend income to tap these proven moneymakers. In fact, they throw off payouts more than 8 times what the average S&P 500 investor is forced to take today.
I’m talking about 9.8% dividend payouts here (and in many cases higher than that).
I’m not making that 9.8% figure up. It’s the average payout on 4 CEFs I’ll show you in a moment.
Plus, this unique group of funds has a potent metric that tells us exactly when to buy. Get in when it flashes and you’re handing yourself a terrific shot at fast gains as your fund makes its next lurch higher!
Just how much can we expect here?
How does 20%+ potential price upside sound?
Add that to their outsized dividend payouts and you could be looking at a 29.8% TOTAL RETURN!
And because these 4 funds are overlooked bargains, even if we do get another big pullback, I expect them to hold up nicely – and we’ll still enjoy their massive 9.8% payouts!
This is the closest thing I’ve ever seen to a win-win in investing – and that’s something we can all use in times like these.
Here’s the funny thing, though: You won’t hear a peep about CEFs from Wall Street or the mainstream media, but billionaires have been profiting from them for many years.
And today I’m going to show you exactly how to join them.
Clobber the Market. Retire Rich.
One CEF handed my readers a stunning 41% gain (including dividends) in just 9 months.
That’s amazing enough on its own!
But here’s the critical piece of the puzzle: we had a dead-giveaway signal that it was about to make this stunning upward move, leaving the S&P 500 in the dust as it did.
This high-yielding fund (current yield: 9.2%) is called the Nuveen Real Estate Income Fund (JRS). As the name suggests, it holds some of the most reliable publicly traded real estate investment trusts in the US.
It’s one of those powerful (but little-known) funds called closed-end funds that I mentioned a second ago.
If you haven’t heard of CEFs, don’t worry. You’re far from alone. There are only 500 or so of these low-key income generators out there, so most Wall Street analysts don’t even bother covering them.
That’s great for us because CEFs routinely hand investors safe dividend yields from 6% to as high as 13% and FAST double-digit gains, too!
And since they get so little attention from journalists and the suits on Wall Street, we can pick up these income wonders at spectacular discounts, as I’ll show you in a moment.
So if you’re at or near retirement – or just looking to grab some extra cash to pay the bills or bulk up your savings, these unsung funds are EXACTLY what you’re looking for.
The best part? You can use that dead-giveaway signal I mentioned earlier – the same one our lucky JRS investors used – to forecast when these funds will make their next upward move.
Let me explain.
The profit alarm I’m talking about is a crucial figure called the discount to net asset value (NAV).
We don’t have to get into the weeds here. Suffice it to say, it’s the difference between the fund’s market price and the value of its portfolio.
Here’s the key thing to know: these discounts are practically free money!
Let’s go back to JRS, a fund that swings from a discount to a premium (and back) regularly, giving us multiple windows to profit. One of the sweetest buy windows on this one opened up a few years back, when it was on one of its “discount dips,” going for a rare double-digit discount to NAV.
It was an incredible deal for this fund.
Because unusual discounts like these are hands-down the clearest contrarian indicators I’ve ever seen – an “early warning system” of BIG market-crushing gains ahead.
So when a fund’s discount drops below its historical average, that’s the time to put it on your watch list. And when that discount gets unusually wide – as it was in the case of JRS, when there is any discount at all … that’s the time to strike.
The result?
When the herd realizes its mistake and piles back in, you’ll be sitting pretty with an early position.
Then you sit back and watch as that discount window slams shut – squeezing the fund’s price to a double-digit gain!
And don’t forget, CEFs are income vehicles, so we’ll collect their fat dividends the whole time.
This is exactly what happened with JRS over the following 9 months.
Its discount shrunk from 12.6% to just over 6% – propelling the fund to that market-crushing 41% total return I showed you a second ago.
That prompted us to take our profits off the table and wait for our next “discount window” to open with JRS, which my readers and I have since purchased again.
The 9.8%-average payers I’ll show you in a moment are all trading at similar unusual discounts, so I expect a repeat of this history with each of them, too.
As investors catch on, these funds are likely to flip into premium territory and those premiums will likely swell, catapulting their prices to fast double-digit gains!
“Profit Alarm” Goes Off, Buy, Repeat
And if you’re a buy-and-hold investor, great. CEFs are perfect for you, too, delivering long-run gains while handing you a huge slice of your return in dividend CASH.
To show you the kind of long-term wealth generation CEFs can provide, let me take you way back—to July 2017, when we added one of our longest-running holdings to CEF Insider, the Adams Diversified Equity Fund (ADX).
This well-established equity fund holds many S&P 500 names we all know well.
And when we bought, it was on track to hand us a sweet 9% dividend yield by year-end.
We’ve held on to ADX since, and in that time, its discount has ebbed and flowed, as you’d expect, and we happily collected its rich payout the entire time. As of this writing, the discount stands at 11%—still wide, but much less than it was when we bought.
And ADX? It’s returned an incredible 206% in the process, clobbering the market (while handing us all but 40% of the return you see in purple below in cash):
A fund that kicks out a consistently high dividend and beats the S&P 500? That simply isn’t supposed to happen. But there it is.
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 November of 2022, 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 18.5% gain, a huge move for a bond fund:
As I said, seemingly impossible discounts like this happen all the time in the CEF universe.
By now I’m sure you’re seeing the pattern here.
- Buy.
- Wait for the discount to NAV to close.
- Repeat.
It really is that simple.
A Hidden World of Bargain-Priced 9%+ Dividends
My name is Michael Foster, and I’m one of the only analysts in the world who is laser focused on CEFs with market caps around $1 billion or less.
Why less than $1 billion?
Because this is where the biggest discounts in the CEF universe live. And it’s also a pond that’s strictly off limits to the big guys, so we have these juicy income – and capital gain – opportunities to ourselves!
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.
I can’t wait to tell you all about these under-the-radar cash machines – the same ones I used to dump my grinding 80-hour work week as a research professor, boost my net worth and build an income stream that easily covers my bills.
That’s the kind of punch these high-yield funds pack. And now it’s time for me to show you the 4 CEFs that can do the same for you, starting with…
Bargain CEF Play #1: This 9.8%
Dividend Won’t Be Cheap for Long
Our first pick holds high-yielding real estate investment trusts (REITs) primed for big profits as interest rates drop. Its whip-smart management team has made some timely moves into critical warehouse, communication-tower, data-center and healthcare plays.
All of these stocks are set to benefit from the continued growth of three “carved-in-stone” megatrends: the continued growth of online shopping, the continued growth of AI and greater focus on health post-COVID.
Even so, this fund trades at a 1.6% discount to NAV. That discount has momentum, too: It’s been shrinking recently, as more investors come around to this fund’s upside. A premium is absolutely on the way.
Pick No. 1 has traded at premiums in the past, so we do have some time here, but not much!
Bargain CEF Play #2: A 9.4% Payer
With Totally Ignored Upside!
My second pick is a high-yield bond fund that’s crushing its benchmark, and the fact that interest rates are now moving lower means its latest upside surge is likely just getting going.
A Benchmark Beater With a Wide Open Buy Window
This one’s in a good position to gain from here because lower rates will drive up the value of the higher-yielding bonds it holds today. As an added plus, it holds issues from aerospace firms, travel companies and resource firms, all of which are seeing strong demand.
That’s made its huge 9.4% dividend stable and reliable.
Huge premiums are in the cards for this pick, but the crowd hasn’t yet caught on, giving us a chance to buy in, grab that big payout and get paid handsomely to wait as our shares slingshot higher.
Bargain CEF Play #3: A Solid 10.7%
Dividend No One’s Talking
About (for now)
Our next fund also yields a stout 10.7%. Plus it trades at a nice 4.6% discount, too.
Its real secret is its conservative management team, which focuses on bonds from the strongest issuers.
This squad knows how to manage through high interest rates, a banking crisis, a recession, you name it. Check out the strong profits they booked the last time rates were elevated, as they still are today, during the 2010s:
A similar 17%-per-year return could be in the cards for this fund as rates continue to fall (even if more slowly than expected a few months ago), driving up the value of its long-dated bonds.
That’s a nice “add on” to the high, and stable, 10.7% dividend. In any case, this fund’s 4.6% discount can’t last for long.
The time to buy this fund is now. I’ll show you precisely how to do so in just a few seconds more (we’re almost there!).
First, let me introduce our final fund …
Bargain CEF Play #4: A
9.2%-Paying “Growth Rocket”
Our fourth pick traces its roots all the way back to 1840. Today, it continues to do what it’s done for decades: hold a smartly built portfolio of the best big cap names, like Apple (AAPL), Microsoft (MSFT) and Visa (V).
Better yet, it gives you all these great stocks at a 10.6% discount while kicking out a rich 9.2% dividend yield!
The proof of this fund’s strategy is, as they say, in the pudding: Management has more than doubled investors’ money in just the last five years.
Pick 4 Delivers a Huge Return in the Short Run …
We shouldn’t be surprised: Big returns are in this fund’s blood. Check out the massive gain it’s pounded out in the last 20 years:
… And the Long Run, Too!
The fact that we can buy this top performer (and its outsized payout) for less than 90 cents on the dollar is a huge bonus—and one I don’t expect to last.
To give you the full story on all these picks and everything you need to know to reap big, safe profits from CEFs, I’ve prepared 3 in-depth guides, starting with:
Special Report #1 (a $99 value):
My first report, “4 Great CEFs to Buy Now: 9.8% Yields and 20% Potential Upside Ahead,” gives you all the profitable details on my top 4 CEF picks.
You’ll get:
- Names, ticker symbols and all the nitty-gritty you need to know before you buy.
- Full details on how each fund makes its money, what’s behind its unusual discount and why that gap is set to slam shut, propelling us to 20%+ potential price gains – and more – in the next 12 months!
- In-depth analysis of the people behind each of these funds. This is something too many investors ignore but is vital for safe CEF profits. Since CEFs are all I cover, I spend my days studying the moves of these investment pros. And yes, that includes personally phoning them up and putting them on the hot seat.
- And much more!
Your 3-part CEF library also includes…
Special Report #2 (a $99 value):
Your source for all things CEF, “The Ultimate Guide to CEFs” 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.
Special Report #3 (a $99 value):
The third guide is called “5 Toxic CEFs That Could Ruin Your Retirement.”
These 5 funds look attractive but contain hidden traps waiting to snap on the unwary, including:
- Outrageously high fees hidden deep in the fine print (in one case, management is snagging a little less than 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 ridiculous 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.
How to Get Your 3 Special
Reports FREE
To get your copy of “4 Great CEFs to Buy Now,” “The Ultimate Guide to CEFs” and “5 Toxic CEFs That Could Ruin Your Retirement,” I simply ask that you take a risk-free trial to the research service I mentioned earlier.
It’s called CEF Insider, and I’ve designed it specifically for investors who aren’t afraid of snagging double-digit price gains like the ones I’ve showed you throughout this report, year in and year out, in their income portfolios.
And that’s to say nothing of the outsized dividend yields I’ll bring you every single month!
Sounds great, right?
After all, who wouldn’t want double-digit gains from their dividend investments? Given that most people look to these holdings for income alone, this is basically free money!
Even so, CEF Insider isn’t for everyone.
It’s a unique service I’ve custom built for folks who want to go further than the average investor to get in on the very best CEFs for high, safe income and massive upside.
Because I’ve bulked it up with a set of wealth-building tools you won’t find anywhere else, starting with …
Your Secret Weapon for
Big Profits in CEFs
Our streamlined CEF Screener lets you sort through the more than 400 funds in the CEF universe worth 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 fund-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 much more.
That’s not all. You also get 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 guide you to the CEFs worth further consideration for your portfolio.
I’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 100% Proven Tool for Sniffing Out
CEF Bargains … and Ripoffs Too!
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 internet—paid or free—that lets you do this, which is why I’m adding this 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 subscription.
Steady 9%+ Yields and Big Gains
Are Just the Start
In addition to the CEF Screener, the CEF Index Tracker and your 3 reports with my very best picks for 9%+ income and double-digit upside, your risk-free trial contains a whole lot more, including:
- Your CEF Watch List: This “shortlist” builds on our CEF Screener by giving 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 CEFs to buy now 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, discounts to NAV and much more.
- Monthly Issues: On the fourth Friday of each month, you’ll get my latest analysis of the ever-changing CEF space right 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 our 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-yield funds may be a good fit for your portfolio.
But I also understand that you may still be hesitant to try a new service, and I want you to be certain this is worth your time, so there’s one more thing I’d like to add…
My Ironclad 100%
Money-Back Guarantee
I’m so confident you’ll appreciate my research that I’m going to give you 60 days to try CEF Insider 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 me know and I’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 my thanks for trying the service out.
But I have to tell you something here. I’ve built CEF Insider for people who truly understand the explosive gains and double-digit yields these ignored funds offer.
So if you’re okay with trying a new way of investing …
… and you’re brave enough to move a little beyond the mainstream to goose your portfolio’s yield and add a double-digit capital gains pop in the coming year…
If that sounds like you…
Then taking me up on a risk-free road test of CEF Insider is a no-brainer!
Which brings me to my next point.
As I mentioned, CEF Insider is a totally unique service, so it’s vital that we keep our group small.
How small?
I’m 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, I’m closing 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 expect those remaining spots to go fast, especially when folks see the eye-popping gains and outsized income we’re talking about here.
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 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.
Plus you’ll also receive 3 FREE research reports (a $297 value), weekly email updates and alerts, and a full 60 days to decide if you like the service.
And it’s all completely RISK-FREE.
I don’t see how you can lose here, because I’m the one taking all the risk. All you have to do is click the button below to get started right now.
In the coming months, many investors will still be on the sidelines, worried about a potential return of inflation, further political turmoil in the US or overseas, or the outbreak of another war.
Meantime, our CEF Insider members will be quietly pocketing their 9%+ CASH payouts and watching their funds’ unusual discounts swing shut. Don’t be left on the sidelines. Start your no-risk trial to CEF Insider now.
Yours in profits,
Michael Foster
Investment Strategist
CEF Insider
P.S. As soon as you join CEF Insider, you’ll have immediate access to our CEF Screener, Index Tracker, Watch List, the complete portfolio, your 3 special reports and your first issue. The 3 reports and two months’ access to the Screener and Index Tracker alone are worth $693.00, but they’re yours free as a new CEF Insider member.
P.P.S. The clock is ticking! Other investors are reading this invitation right now, too, and I expect our remaining seats to fill up fast.
You can’t afford to hold off on this one. Simply click on the button below. You have no risk and no obligation whatsoever.
© BNK Invest, Inc. – All Rights Reserved – Legal Information