Bond rates are plunging, banks pay next to nothing, and stocks are so rich that the S&P 500 index yields a paltry 1.4%. My mailbox is thus brimming with queries about offbeat, high-distribution investments. Many are leveraged funds, rely on options and futures trading, or extend high-rate loans to less credit-worthy borrowers. Some augment regular income payments with periodic returns of capital. That is tolerable when a fund manufactures enough trading profits or capital gains to cover these emoluments. But returned capital does not count as “yield” and is not a dividend. (It does postpone a possible capital gains tax bill.)
この記事は Kiplinger's Personal Finance の September 2021 版に掲載されています。
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この記事は Kiplinger's Personal Finance の September 2021 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
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