I can honestly say 100% of my current investments have been "winners." Not hard to say when the stock market is at record high and when I sell my very rare losers for tax losses (haven't done that since two bank stocks several years ago).
It's a matter of definition, tho. I have several old mutual funds. Owned them for about 25 years. Of course I've made money in them over such a long period. But not one of them has kept up with my performance benchmark, the S&P500 index.
Luckily I saw that lag happening almost immediately after I bought them. My next fund purchase was the Vanguard Total Stock Market Index fund... my first Index fund. Year after year, Quarter after Quarter that index fund beat my other four funds. It also beat the small amount of money I put in individual stocks.
Over the years I've owned three CEF's: TY, ADX and one that was liquidated at great profit to me about 30 years ago.
I wouldn't touch any CEF not selling at a discount to NAV. I'm not sure I'd buy an Alpine fund, like AOD or AGD, at any price! Alpine is garbage.
Recent AOD News
- Form N-CEN - Annual Report for Registered Investment Companies • Edgar (US Regulatory) • 01/16/2024 01:56:09 PM
- Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend] • Edgar (US Regulatory) • 01/12/2024 01:48:42 PM
- Form N-CSR - Certified Shareholder Report • Edgar (US Regulatory) • 01/08/2024 08:12:19 PM
- Form NPORT-P - Monthly Portfolio Investments Report on Form N-PORT (Public) • Edgar (US Regulatory) • 12/28/2023 03:23:03 PM
- Form 424B3 - Prospectus [Rule 424(b)(3)] • Edgar (US Regulatory) • 12/18/2023 07:50:58 PM
- Form N-14 8C/A - Registration statement for closed-end investment company (business combinations): [Amend] • Edgar (US Regulatory) • 12/12/2023 07:55:57 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 11/13/2023 07:10:58 PM
- Form N-14 8C - Registration statement for closed-end investment company (business combinations) • Edgar (US Regulatory) • 10/24/2023 09:15:36 PM
- Form 425 - Prospectuses and communications, business combinations • Edgar (US Regulatory) • 10/24/2023 04:14:34 PM
- Form 425 - Prospectuses and communications, business combinations • Edgar (US Regulatory) • 10/24/2023 10:17:47 AM
- Form NPORT-P - Monthly Portfolio Investments Report on Form N-PORT (Public) • Edgar (US Regulatory) • 09/26/2023 04:46:05 PM
- Form N-PX - Annual Report of proxy voting record of management investment companies • Edgar (US Regulatory) • 08/29/2023 02:08:16 PM
- Form 40-17G - Fidelity Bond [Rule 17G-1(g)] • Edgar (US Regulatory) • 08/25/2023 04:36:32 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/13/2023 03:30:00 PM
- Form N-CSRS - Certified Shareholder Report, Semi-Annual • Edgar (US Regulatory) • 07/10/2023 06:07:16 PM
Avant Technologies Equipping AI-Managed Data Center with High Performance Computing Systems • AVAI • May 10, 2024 8:00 AM
VAYK Discloses Strategic Conversation on Potential Acquisition of $4 Million Home Service Business • VAYK • May 9, 2024 9:00 AM
Bantec's Howco Awarded $4.19 Million Dollar U.S. Department of Defense Contract • BANT • May 8, 2024 10:00 AM
Element79 Gold Corp Successfully Closes Maverick Springs Option Agreement • ELEM • May 8, 2024 9:05 AM
Kona Gold Beverages, Inc. Achieves April Revenues Exceeding $586,000 • KGKG • May 8, 2024 8:30 AM
Epazz plans to spin off Galaxy Batteries Inc. • EPAZ • May 8, 2024 7:05 AM