SRV

Investors' Choice: Roller Coaster Or Merry-Go-Round?

Steven Bavaria: Achieving long-term "equity returns" generally requires holding tight through periods of volatility. The S&P 500 has an average total return of 10.3% per annum over the past 31 years. He says the ups and downs of a roller coaster are a perfect metaphor for investing in stocks. A buy-and-hold index approach is an alternative for investors seeking a smoother ride.

EMO: Very Strong Recent Performance, But Higher Risks Than Peers

The ClearBridge Energy Midstream Opportunity Fund offers a tax-advantaged way for investors to include midstream master limited partnerships in their retirement accounts. The fund's shares are up 111.32% over the past three years and has beaten the S&P 500 Index and its peers. It has a lower yield compared to its peers but has delivered strong price performance. The ClearBridge energy midstream opportunity fund has been outperforming its portfolio recently but is still a risk to investors.

Weekly Report: what happened at SRV last week (0415-0419)?

Weekly Report: what happened at SRV last week (0408-0412)?

KYN: Decent, But Maybe Not The Best Fund In The Sector

Kayne Anderson Energy Infrastructure Fund offers investors a way to add midstream master limited partnerships and corporations to their retirement accounts. Midstream companies provide stable cash flows and high yields. The fund has outperformed the S&P 500 Index and the Alerian MLP Index recently. Its current yield is higher than most individual midstream companies. Shares of the fund are up 14.46% since the last article was published.

NXG: It's Time To Trim This One

Infrastructure and renewable energy stocks have underperformed the S&P 500 in 2024. The NextGen Infrastructure Income Fund has outperformed its sector peers and has seen a narrowing of its discount to NAV. Activist investor Saba Capital has trimmed its position in the fund.

Weekly Report: what happened at SRV last week (0401-0405)?

Weekly Report: what happened at SRV last week (0325-0329)?