“There’s a measurable benefit to be had in these funds (closed-end funds), on the order of 5% to 12%,” says Tyson Halsey, head of Income Growth Advisors, an investment-management firm in Charleston, S.C. that specializes in MLPs. “Based on the funds’ reports of their net assets as of Nov. 30, I estimate that the change in tax rates will increase the per-share value of Kayne Anderson Energy Development by 5.2%, ClearBridge Energy MLP Fund and Tortoise MLP Fund by 6.5% each, Kayne Anderson MLP Investment by 10.8% and Tortoise Energy Infrastructure by 11.6%.”
“Tyson Halsey of Income Growth Advisors has been managing separately managed accounts made up of master limited partnerships for 15 years. He has weathered the ups and downs of the past two years to boast a 77% one-year return and a 1.7% three-year return, (including a 5% dip in February), in his latest letter to shareholders.”
“Unfortunately, most people who buy [royalty trusts] don’t realize that they tend to be depleting assets,” says Tyson Halsey of Income Growth Advisors, an investment firm in Charleston, S.C. “They end up being bad for retired people who think they are getting a fixed-income alternative.”
“When we last interviewed our next guest, about a year and a half ago, he was predicting that oil prices were bottoming and about to move higher. And he was right. The price moved from $38 a barrel up into the $50s. What does he think about the energy markets now?”
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The technology sector peaked on September 2nd and declined in September. Buffett and Shiller indicators show today’s market valuations are extreme. Trump’s COVID-19 diagnosis and the election are adding to market risk. The ratio of growth
39 years ago, the 10-year US Treasury yield peaked at 15.312% and interest rates began declining. On August 27th, Federal Reserve Chairman Jerome Powell presented the Fed’s new policy that “will likely aim to achieve inflation moderately
Sell gold and precious metals like GLD, GDX and SLV. Sell Big Tech like AMZN, AAPL, FB, GOOGL and MSFT. Pivot investments for an economic rebound and pandemic ending. COVID-19 case rate is flattening. 6
What distinguishes MLPs from other income vehicles is their high and durable distribution growth.
Observe the power of compounding distribution growth through our portfolio case studies.
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(Examples and presentations arriving soon.)