Roaming Returns

059 - How To Evaluate Close Ended Funds For Maximum Profits

July 23, 2024 Tim & Carmela Episode 59

Close Ended Funds need to be evaluated different than regular stocks. Why bother with CEFs?

Well, they're pretty undervalued right now which makes a lot of them great opportunities for your investment portfolio.

Here are the metrics we look at to determine if a CEF is a buy. 

To actually see where we find this information in our Schwab brokerage, click here.

You can find CEFs that are going ex-dividend on investing.com.

CEFs that we evaluate in this episode. 

  • BGH
  • TEAF
  • BWG
  • SCD
  • FFC
  • DMO
  • BGB

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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

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