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


To: chowder who wrote (23788)12/21/2025 1:27:40 AM
From: Max2.02 Recommendations

Recommended By
chowder
Smart_Asset

  Read Replies (1) | Respond to of 23828
 
Thanks Chowder. I was surprised to see 4 of my CEFs in the Not so good and/or watch closely category.

I had 3 of them for years. NBXG was a recent purchase. Its true that my RQI and RNP are down a few % on cost but I am way in the black when including dividends. NBXG has actually performed quite well during my ownership.

As you mentioned, I am in it for the income and not the cap gains. I was curious whether thes DSS people knew something important that I was missing.

I can't complain as my total portfolio has done quite well over time and my annual distributions are in 6 figures.

Some areas of my 85 investments struggle at times while others pick up the slack. Then at other times the underperforming securities pick up while some different class of securities take their turn in the barrel so to speak.

Basically this means that I mostly don't need to sell anything to live on.

After reading QTI's response, I think I will hold these 4 CEFs for the time being. And yes, the Safety scores are pretty decent. I appreciate the feedback.



To: chowder who wrote (23788)12/21/2025 8:27:52 AM
From: jritz0  Read Replies (1) | Respond to of 23828
 
Re: I have RNP, RQI, UTF and NXBG on your safe/borderline list. Looks like I might be in trouble.

Excellent comments, however, it makes me wonder what CS is thinking in regard to the distribution raise for RQI. They certainly didn't earn their distribution this past year, so they either think 2026 is going to be a good year or they are just handing out some boomer candy to attract investors and shrink the discount. I think it's a little of both.



To: chowder who wrote (23788)12/21/2025 11:14:17 AM
From: Jacob Marley2 Recommendations

Recommended By
chowder
Rincon v2.0

  Read Replies (1) | Respond to of 23828
 
UTG is rated 80. But it is priced higher than a level I would buy it even though I have a good position already. I would add more if it went below 30 . But for the risk, UTF appears more attractive--it is selling at about a 6% discount. I have a very full position on UTF.