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

To: QTI on SI who wrote (21571)	10/24/2025 11:58:10 AM
From: mykesc2020	1 Recommendation Recommended By QTI on SI Read Replies (1) \| Respond to of 21904

Wonderful as always. Favor. Last week (Friday) and this week (Monday) I was able to buy PDI at around a 7% premium. CEFConnect has the 52 week avg. at 13% (premium) and the high of 18%. Not sure what happened to it that got it clobbered, but it's been on my watch list a while, so I pounced hard. It bounced back nicely so far. Any chance you can add PDI to your updates, analysis and charts? If cant, no problemo.

To: QTI on SI who wrote (21571)	10/24/2025 12:16:26 PM
From: mykesc2020	2 Recommendations Recommended By QTI on SI TeamTina Read Replies (2) \| Respond to of 21904

"PCN: +9.93% vs +12.51% > premium compressed –2.58 pts (from very rich to still rich) Comment: premium gave back significant ground — reduces immediate premium risk but still expensive." I have added PCN to my high watchlist due to the sell off of Pimco funds Friday and Monday. They are all bouncing back now, but something happened, and I like PCNs distribution history. Like PDI, long and solid. Its notable that during the sell off, the NAV continued to rise.

To: QTI on SI who wrote (21571)	10/24/2025 12:20:50 PM
From: jritz0	7 Recommendations Recommended By bootss@cat cajman1 chap107 Jacob Marley Lucia and 2 more members Respond to of 21904

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.