Joe Eqcome

equity income: a proven investment strategy®

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 Research

This page focuses on graph and table links for Closed End Funds (CEFs) and ETFs.

 

Closed End Funds (CEFs)

CEF Weekly Review

Eqcome CEFBig10 Weekly Performance

  YTD Graph by Fund Type

 YTD Table by Fund Type

CEF Weekly Distribution Chart

CEF Weekly Insider Buying Chart

(CEF Graph based on larger CEF population than CEF table)  

  CEF Ratings System by Symbols

 (Proprietary rating system based on CEF comparisons within its fund type both on qualitative and quantitative factors. 

Ratings are not absolute; they must be combined with the relative attractiveness among the 13 fund types.

There is no empirical evidence that a higher rating will generate superior stock returns relative to a lower rating.)

Insider Trading

Exchange Traded Funds (ETFs)

  YTD Graph by Fund Type

  YTD Table by Fund Type

ETF Vs Lipper Returns
 

(charts updated end of week)