PIMCO CORP.+INCOME OPP.FD

Since my last writing, the yield curve inversion has ended, improving the return/risk profile for both PDO and PTY. However, the improvement is not uniform, and I see a much more favorable return/risk profile in PDO. The thick yield spread between PDO and PTY suggests PDO's wide margin of safety, further augmented by its much lower price premium.» Mehr auf seekingalpha.com

The Dividend Harvesting Portfolio achieved a milestone by generating more than $200 in monthly dividend income, showcasing its ability to mitigate risk through diversification. Despite exiting Walgreens Boots Alliance due to dividend suspension, the portfolio's profitability increased, emphasizing the importance of diversification with over 90 positions. Key additions this week include QQQI, AIPI, ARCC, STWD, and PTY, leveraging opportunities in ETFs, REITs, and high-yield investments amid market volatility.» Mehr auf seekingalpha.com

The PIMCO Corporate and Income Opportunity Fund has delivered solid returns over the past two decades, benefiting from high yields and strategic leverage. PTY's diversified holdings in mortgages, high yield credit, and foreign debt, with a focus on US-based debt, ensure stable income and dividend coverage, which is over 100% currently. Despite a high premium over NAV, PTY remains a buy for aggressive investors seeking high yields, but caution is advised due to potential premium fluctuations.» Mehr auf seekingalpha.com