Retire On $460,000 In 2025 With This Simple 7-Fund Portfolio [Forbes]
Liberty All-Star Equity Fund (USA)
US:NYSE Investor Relations:
all-starfunds.com
Company Research
Source: Forbes
Well, that “modest” nest egg will earn $64,860 in dividends alone when invested in this simple 7-CEF portfolio. CEFs are the code name for closed-end funds . They are a lesser-known cousin to exchange-traded funds (ETFs) and mutual funds. CEFs tend to have modest assets under management. Which is their superpower . Fewer assets mean greater yields! Consider the 7-CEF portfolio we are about to discuss versus the standard high-yield stock benchmark ETF: CEF High Yields Contrarian Outlook There is no comparison! But before we buy blindly, let's do our homework and make sure these CEFs are not paper payout tigers. After all, a double-digit yield isn't much good if it is soon chopped to single digits. USA Holds Its Own Against the S&P 500 Liberty All-Star Equity Fund (USA, 10.2% distribution rate) is as much of a straight shooter as we could want. This equity CEF, launched in 1987, provides a 60/40 blend of value/growth through roughly 145 stock picks selected by five teams
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USA
News
- Liberty All-Star® Equity Fund November 2024 Monthly UpdatePR Newswire
- Liberty All-Star® Equity Fund October 2024 Monthly Update [Yahoo! Finance]Yahoo! Finance
- Liberty All-Star® Equity Fund October 2024 Monthly UpdatePR Newswire
- Liberty All-Star Equity declares $0.18 dividend [Seeking Alpha]Seeking Alpha
- Liberty All-Star® Equity Fund Declares DistributionPR Newswire
USA
Sec Filings
- 12/23/24 - Form 40-17G
- 11/26/24 - Form NPORT-P
- 11/22/24 - Form N-30B-2
- USA's page on the SEC website