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Option-Based Income Funds: Pros and Cons

Option-Based Income Funds: Pros and Cons

Option-based income funds can be a valuable tool for income-focused investors, particularly in low-yield environments. However, their higher expenses, potential underperformance, and tax implications necessitate a cautious approach.

Trends, Factors & Indicators

Trends, Factors & Indicators

We look at several famous lazy portfolios and discuss asset allocations and diversification effect in portfolio construction.