How Was Your Dividend Income For November 2019? 1

How Was Your Dividend Income For November 2019?

The month of Nov 2017 is another month of dividend income getting in my own accounts. This money is utilized to help pay my expenses if it’s needed. If the amount of money is not needed, it is ALL used to buy new investments to further increase my cash flow. 263.the months of November 2017 24 in dividend income for. This represents a 15.07% decrease from a few months back and 9.14% decrease year over 12 months. 3707.65 in dividend income for 2017 around this writing.

I will revise my dividend income tabs with the new amount I’ll include my option high quality income also. It is great to see money from aggressive income sources transferred into my brokerage account each and every month. For November 2017 How was your dividend income? Disclosure: Long all securities above. I am not just a financial planner, financial consultant, accountant, or tax attorney. The information on this blog represents my own viewpoint and should NOT be taken as investment or business advice.

Who are they selling to? Enter the merger arbitrageurs, including MERFX and ARBFX. 6.4%. Since this only requires a third of the entire year, annualized results are in the double digits. Obviously there is certainly significant deal risk, which is exactly the reason the long-term holders of company B shares are selling at a discount. Merger arbitrageurs mitigate this in a genuine number of ways, most of all by investing in a large variety of deals so that anyone deal falling apart does not make a lot of an impact on the portfolio all together.

Arbitrageurs also mitigate offer risk through very good due diligence and sometimes by options strategies (perhaps by buying put options on company B’s shares inside our example). MERFX and ARBFX do exactly what is defined above with the added problem that many of the deals are a little more complex in structure when compared to a simple all cash deal.

50 per share of company B by means of its stock. In that case, the arbitrageur buys company B and pants enough company stocks so that when the offer closes the arbitrageur only will pocket the merger pass on. That is an important point, as well will discuss in a moment.

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  • 55 + (0.5 * 40) = 55 + 20 = 75

Both funds routinely have 50 to over 100 offers in the fund at any given time, which greatly reduces the risk of a single-blown deal trashing the account. A key appeal of these funds is that they have very low relationship to other asset classes and incredibly low volatility. Returns of this money vary, plus some years are better than others. Over the last 10 years, MERFX gained about 3.5% each year and ARBFX gained 4.7% yearly, both in the same neighborhood of the S&P500 at about 4% annually.

However, the arbitrage money do so at lower risk and with a much smoother ride vastly. Deal performance tends to follow the quantity and size of deals. In years whenever there are lots of deals being done, returns have a tendency to be better. All this seems great, but there are catches as always. First, these funds are exposed to deal risk primarily.

If a lot of offers fail, these monies are certain to get hurt. One other issue worth noting is that these funds are both relatively expensive, with expense ratios north of 1% annually. With index funds available at significantly less than .10% annually, that is clearly a great deal of cabbage. Given the niche nature of these funds, the diversification they provide, and the need for gifted managers at the helm, I can justify the trouble to myself. As always, be cautious, consult your consultant, do your homework, and take your own dangers. This is not intended to be investment advice. You CAN lose money at this stuff.