(Bloomberg) --Bill Gross, faced with slow growth at his Janus mutual fund, is reviving the total-return strategy that made him one of Wall Street’s most famous bond managers. Janus Capital Group Inc.
Discover the importance of total return investing in portfolio management, its benefits, strategies, and tax considerations.
Dividend-only portfolios often excluded Amazon, Google, Tesla, and Meta early on. They are overweight in financials, utilities, and energy, while underweighting technology and healthcare, leaving ...
My 4-Factor Dividend Growth Portfolio, launched November 2022, consistently outperforms SCHD, with a 14.74% CAGR over 38 months versus SCHD's 7.28%. The strategy selects 20 stocks annually using free ...
Global Total Return Credit invests in a range of credit markets to provide total returns, including income and capital growth. The Ninety One Global Total Return Credit (GTRC) strategy has been ...
Income-centric approaches for generating retirement income are a steady source of income, however, this may be volatile depending on interest rates. A portfolio with a total return approach for ...
HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Total Return Fund Inc. (NYSE: ZTR) today announced that Newfleet Asset Management’s Benjamin Caron, CFA, senior managing director and portfolio manager, has ...
PIMCO Total Return ETF (BOND - News) has been trading for just about a quarter, and has managed to return about 5.5%. In comparison, the ETF’s predecessor, PIMCO Total Return mutual fund, has gained ...
Dividend investing and total return investing are often presented as competing philosophies, each with its own set of loyal advocates who dismiss the other as missing the point. Dividend investors are ...