Marketplace Roundtable #50: CEFs And ETFs For Income, Single Stocks For Growth With Maks F.S.

Seeking Alpha's Jonathan Liss is joined on the latest episode of The Marketplace Roundtable Podcast by long-time Seeking Alpha contributor Maks F.S. Maks first began contributing to Seeking Alpha in 2014, building up a following of more than 5,000 investors writing about income investing. Previously an advisor at Ameriprise Financial, Maks currently works at a family office managing money for his family and friends. His specialties include fee-based, comprehensive financial planning, retirement planning, life insurance and protection planning. In 2017 he launched his own Seeking Alpha Marketplace service, Income Idea . Subscribers to Income Idea receive regular CEF, ETF and stock ideas with an eye on generating income while preserving capital and mitigating downside risk. The service also includes an income portfolio, an active chat room and direct access to Maks F.S. In Maks' own words, "It's not about how much you make, but about how much you keep. My focus will be on the latter -- making sure you preserve the income that you earn. Income Idea's goal is to help you generate income while mitigating downside risk. My goal is to help you discover income generating actively managed funds and ETFs and the best strategies to implement them throughout market cycles. Topics Covered: 3:00 - Maks' backstory: How did he get into investing? 6:30 - Income Idea: The basic premise of Maks' Marketplace service 9:30 - Maks' rules for selecting and evaluating ETFs 15:30 - Does it make sense to AUM minimums when evaluating specific funds for possible purchase? 17:45 - Maks' favorite fund sponsors 21:30 - Whither interest rates? 23:15 - Sources of safe income 26:15 - Evaluating durations: is there value across the curve? 28:30 - Specific ETF recommendations ( MUB ) ( EMB ) ( PCY ) 32:15 - Non-income focused ETF recommendations ( FIW ) ( TBLU ) 38:15 - Closed-end fund income recommendations ( BCX ) ( NXQ ) ( NBB ) 45:30 - A word on open-ended mutual funds 47:45 - Favorite ideas and good calls Maks has made recently ( RGR ) ( AOBC ) ( SPWH ) ( ROKU ) 57:30 - Closing remarks and advice

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Marketplace Roundtable #50: CEFs And ETFs For Income, Single Stocks For Growth With Maks F.S. is an episode from SA Marketplace Roundtable.

This episode is 01:02:48 long.

This episode was published on Sep 9, 2019.

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