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.)
Bu hikaye Kiplinger's Personal Finance dergisinin September 2021 sayısından alınmıştır.
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Bu hikaye Kiplinger's Personal Finance dergisinin September 2021 sayısından alınmıştır.
Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 9,000+ magazines and newspapers.
Already a subscriber? Giriş Yap
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