VIP CEF Fund Analysis Group C 11.23.16

Most of the successful people I’ve known are the ones who do more listening than talking.                                             Bernard Baruch

Since many are already in the holiday mindset, I will keep this brief. 

The Q4 Asset Allocation Worksheet looks good but is not there yet. I will tweak it this weekend to make it more user friendly. I will have it ready next week to keep my November deadline. It may be the first candidate for my Video training.

Here is the link to this morning’s interview with Tom Miller at WJPF. I discuss the truth behind the post-election rally.

Some profit taking hit today. The DOW took top honors and was up .31%. The SPX has experienced less than average volume the last five days.  

Today I continue with my series focusing on the VIP Closed-End Fund Analysis (file B A3) in the 2016/2017 Playbook. These are the high monthly dividend payers as of the date they were compiled, that did not drop their dividend payment amount.

Many in this group may be quality “Garden Growing” candidates. Today I am focusing on the Performance chart for Group C, the Income/Convertibles, Closed-End Funds (C A7).

All seven funds outperformed the SPX year to date.

Next week, I analyze the performance leader IVH and discuss what I am looking for to consider it as a “Garden Growing” candidate.

Enjoy your Thanksgiving weekend!

David O. England

Plan your work, work your plan, and share your harvest!  1 Timothy 2:1-2

This information is for Educational purposes only. It shall in no event be construed or interpreted as an offer or recommendation to buy or sell securities of any kind.

DAVID O. ENGLAND is the founder of the Eye on the Market-Training Academy and Associate Professor Emeritus of Finance. This column is presented for educational purposes only and not intended as financial advice.

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