Two 8% Yielding Retirement Holdings Just Got Cheaper

Current market conditions, driven by AI exuberance and high tech exposure, suggest caution rather than aggressive offense. The S&P 500's 37% technology weighting and additional indirect AI exposure heighten risk if sentiment reverses. Most securities that yield 8%+ are unlikely to deliver the necessary defense.

Seeking Alpha • Aug 5, 2026

2 Closed-End Funds For Monthly Distributions Trading At Discounts

Income-focused investors often appreciate distributions that are paid on a monthly basis, which can help to pay bills or compound a bit faster. In the CEF space, there is no lack of choices to consider, but we are also looking at two names that provide an attractive discount to NAV per share. In addition to paying monthly and trading at attractive discounts, these funds also pay out relatively tax-friendlier distributions as well.

Seeking Alpha • Jul 6, 2026

PTA: Trades At A Discount But Uncertain Outlook

Cohen & Steers Tax-Adv Pref Secs and Inc Fund offers an 8.5% yield, appealing mainly to income-focused investors seeking portfolio diversification. PTA trades at a 7.5% discount to NAV, but rising interest rates and high leverage (34.61%) present notable risks to earnings and capital preservation. 77% of PTA's holdings are below investment grade, with heavy concentration in financials, increasing default and sector-specific risk exposure.

Seeking Alpha • Jun 25, 2026

These ‘Preferred' Monthly Dividends Are On The Discount Rack

Preferred stocks are a little-known dividend secret. Worth knowing, by the way—they can yield up to 9.9%!

Forbes • May 2, 2026

PTA: Worry About Inflation, Not The Problems In Private Credit

The Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) offers an 8.40% yield, primarily investing in preferred stocks with significant banking sector exposure. PTA trades at a 7.29% discount to NAV, aligning with its historical average and appearing reasonably priced relative to peers. Distribution coverage relies on both net investment income and realized gains; recent NAV decline suggests potential sustainability concerns if market conditions worsen.

Seeking Alpha • Apr 15, 2026

5 Closed-End Fund Buys In The Month Of January 2026

The broader market indexes started off 2026 on a solid note, though they underperformed micro-, small-, and mid-cap stocks. The energy sector started off with a surge for the year, but the financial services and technology sectors were starting off 2026 on the soft side. Every month, I put some capital to work in my closed-end fund portfolio to help compound my cash flow.

Seeking Alpha • Feb 15, 2026

PTA: Discount Widening Makes This CEF Appealing Again

PTA: Discount Widening Makes This CEF Appealing Again

Seeking Alpha • Jan 27, 2026

PTA: Long Duration Could Weigh On Real Returns

Cohen & Steers Tax-adv Prd Sec and Inc offers a 7.95% yield, outperforming preferred stock indices but lagging some peer closed-end funds on income. The PTA fund's high duration and exposure to inflation risk make it less attractive than shorter-duration peers, especially in today's macro environment. PTA is trading at a 3.25% discount to NAV, but this is narrower than its historical average, so waiting for a wider discount may be prudent.

Seeking Alpha • Sep 3, 2025

PTA: Preferred And Fixed-Income Exposure Paying A Monthly Distribution

PTA offers an attractive 8.2% yield through monthly distributions, but its narrow discount keeps it at a 'Hold' for now. The fund has outperformed benchmarks since inception; however, it was in an asset class that hasn't seen strong results. Interest rate swaps have helped offset rising borrowing costs for the fund, but future rate cuts are looking limited, so we could see borrowing cost pressures.

Seeking Alpha • Jun 17, 2025

PTA: Suffering From Rising Rates, But A Decent Preferred Fund

The Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund offers an 8.14% yield, higher than most fixed-income indices, making it attractive for income-seeking investors. Despite recent market turbulence, the fund has maintained its distribution and outperformed the preferred stock index, showcasing its resilience and effective management. The fund's cash position appears to have increased, which could be costing it some investment income versus keeping the money invested in preferred stocks.

Seeking Alpha • Apr 3, 2025