We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of selling closed-end funds after 5% gains.

We also explore the pros and cons of closed-end funds relative to open-end mutual funds and ETFs.

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Show Notes

The Closed-End Fund Market, 2023—Investment Company Institute

The Income Factory: An Investor’s Guide to Consistent Lifetime Returns by Steven Bavaria—McGraw-Hill Companies

Retirement Money Secrets: A Financial Insider's Guide to Income Independence by Steve Selengut—RIC LLC

How to Invest in Closed-End Funds—Money for the Rest of Us

Investing in Closed-End Funds Course—Money for the Rest of Us

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Retirement Money Secrets

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