New preferred stock and baby bond issues are moving forward at a fairly normal pace to continue a pattern I [...]

Sometimes income investors who purchase and hold preferred stocks and baby bonds (bonds priced at less than $1,000/share) tend to [...]

If we have written it once we have written it 100 times, “Income investors have to remain near fully invested [...]

By Tim McPartland Three years ago, as we anticipated interest rates moving higher, we slowly shifted most of our investments [...]

By Tim McPartland It has been 37 months since we built our original Short/Medium Duration Income Portfolio, which was created [...]

By Tim McPartland While we are always skeptical of owning closed-end funds (CEFs), we do on occasion stumble upon one [...]

December 15, 2017 By   Tim McPartland Excellent returns continue to accrue to our Medium Duration Income with Zip Portfolio as [...]

Date Issued   11/9/2017 Shares Issued  2,000,000       Overallotment Shares  0 S&P Rating   NR   Moodys Rating [...]

Date Issued   9/22/2017 Bonds Issued    1,300,000        Overallotment  195,000 S&P Rating  NR    Moodys  NR Security Ticker [...]

September 12, 2017 By  Tim McPartland Long-time readers know we try to identify key learnings from our model portfolios and [...]