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Strategies & Market Trends : Young and Older Folk Portfolio
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To: QTI on SI who wrote (21571)10/24/2025 12:20:50 PM
From: jritz07 Recommendations

Recommended By
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RE: Weekly CEF Report — WoW Comparison

My take is NBXG and AIO look like buys if people still believe in this market.
I'm not sure where the liquidity comment comes from regarding NBXG, NBXG is a $1.3 billion dollar fund.

Regarding AIO, AIO is beating the SPY on NAV performance (16.64% as of last Friday), however, the price has only moved around 3%. I sold AIO last Dec when its premium was approaching 10%, premiums/discounts matter when it comes to performance.

UTF is a buy if someone wants to own or add, but if someone owned UTF and sold when they announced the RO and buys back now they would own many more shares with the same capital at risk (one of my CEF rules mentioned here) :^)

I may buy UTG in the future if I decide to sell ERH or just buy outright if the discount widens further.

STK is doing what it always does, lead the tech CEFs in performance after a slow start this year.

I don't own credit/bond CEFs, they are too dependent on the Fed and premiums get wacked whenever there is a hint of a liquidity crisis like we had earlier this week. I am using CAIE (Autocallable Structured Notes) for credit type returns, but they are tied to SPY.
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