It uses a mix of stock and bond investments to harness the power of income to provide superior returns to investors — while also giving them a nice cash flow at the same time.
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One thing investors ask me about all the time is return of capital, or ROC. In a nutshell, these folks are mainly worried that ROC is simply a fund taking your money and paying you a dividend from your money without actually making a positive return on it. Worse, they’re doing this after taking out their fees, which are much higher than the fees you’d pay on an index fund. Before you get your pitchfork out, know that this perception of ROC is wrong…
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There’s a terrific buying opportunity taking shape and almost no one sees it coming…
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They could blow a hole in your retirement portfolio…
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While it’s true that a lot of mutual funds have done poorly due to high fees, sloppy management and bad investments, there are plenty out there (like these three) that have earned their fees…
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