JRI

Nuveen Real Asset Income and Growth Fund (JRI) declares $0.0965/share quarterly dividend, in line with previous.Forward yield 2.67%Payable April 1; for shareholders of record March 15; ex-div March 12.See JRI

Nuveen Real Asset Income and Growth Fund (JRI) declares $0.0965/share monthly dividend, in line with previous.Forward yield 8.49%Payable March 1; for shareholders of record Feb. 12; ex-div Feb. 11.See JRI

Nuveen Real Asset Income and Growth Fund (JRI) declares $0.0965/share monthly dividend, in line with previous.Forward yield 8.75%Payable Feb. 1; for shareholders of record Jan. 15; ex-div Jan. 14.See JRI

Nuveen Real Asset Income and Growth Fund (JRI) declares $0.0965/share monthly dividend, in line with previous.Forward yield 8.71%Payable Dec. 31; for shareholders of record Dec. 15; ex-div Dec. 14.See JRI

Some CEFs have managed distribution policies that are linked directly or indirectly to their NAVs, allowing investors to forecast changes in distributions with varying accuracy.Recent volatility has already caused some CEFs to lower their distributions as a result of the March drawdown, causing their discounts to widen relative to their sectors.Tactically, we like ERC and ERH here as they should see a rise in distributions in Q2, accompanied by a reversal of their recent discount underperformance.We would also tactically tilt away from RIV and OPP whose distributions will likely shift lower at the start of the year, assuming the funds retain the current MDP.

How global real estate has withstood major economic shocks since 1980.Income stability through global real estate.Cities around the world that will lead returns in real estate.

The weak trend in global trade and growth will not be enough to support risky assets such as equities in the coming months.The recent 10%+ consolidation in equities clearly shows how vulnerable is the market currently 'without' central banks and governments' help.Leading indicators such as South Korea exports not showing any sign of positive momentum for global equities in the near term.Global uncertainty and investors' fear will keep price volatility elevated for the rest of the year.

This is a Core Income Portfolio holding that hasn't performed well given it has REIT equity exposure.The only equity exposure we hold in the Core Portfolio is in Nuveen Real Asset Income & Growth (JRI). The fund is a mix of REITs, bonds and preferreds.Two key factors are driving the performance this year outside of general real estate weakness: Leverage and the high distribution rate.This is not a "safe" fund by any means.  There are a lot of utilities positions that they deem as "infrastructure" but are more like energy substitutes.I'm a contrarian by nature and I do think given the rebound in other areas of the market, some money will find itself into "safer" (compared to tech stocks) sectors.