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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: Rincon v2.0 who wrote (21116)	10/8/2025 2:58:18 PM
From: jritz0	2 Recommendations Recommended By Lucia Rincon v2.0 Respond to of 23022

RE: PDI PDI has been helped by retail investors reinvesting the distributions thru their drip. They gladly take a 5% discount off the price while the nav is trading at much higher premiums, thus increasing nav but it's not thru performance. Pimco is a good fund manager like you mentioned, and I have bought and sold a few funds over the years. I currently hold PDX hoping it will go to a premium since they made over the fund. I will sell if that happens. For what it's worth CEFS (Saba) has PDX as its 4th largest holding and I expect pressure to increase the distribution although I'm running out of patience and may sell out. I do trade CEFs, and premiums/discounts can create alpha. All my holdings are in Roth/TIRAs so there are no tax consequences. You are correct with diverging purposes and as long as we're happy with the outcomes, that's all that matters. Edit; Maybe folks should take a look at CEFS, it holds multiple funds including income and has a terrific track record of distributions although it doesn't yield near PDI, it could diversify folks' holdings