Make Income Investing Easier with Selection Universes
Income-focused investing in Closed-End Funds (CEFs) requires ongoing research and monitoring, from tracking market trends and interest rates to evaluating CEF price performance, distribution history, and fund composition. Equity CEFs include major-company stocks familiar to all individual security and 401(k) investors, while Income CEFs hold assets like corporate debt, municipal bonds, and real estate—each needing regular oversight and strategic adjustments.
Steve offers pre-built Universe templates to simplify this process. Subscribers receive monthly updates to three distinct universes—Taxable Income, Equity, and Tax-Free Income—complete with color-coded indicators for special distributions, changes, and performance trends. (Access to these tools is complimentary with any coaching purchase.)
Qualified coaching clients may also gain access to an ETF Selection Universe of high-yielding funds of a slightly higher risk than CEFs, but still much lower than individual stocks, REITs, BDCs, etc.
Select Your Universe
One
Universe
- This month's Equity, Taxable, or Tax-Free Income Universe.
Latest Month's
Selection Universes
- All three of this month's Equity, Taxable, or Tax-Free Income Universes.
- Save 20%.
RMS Income
Investing Community
A private membership platform offering the tools, guidance, and support needed to navigate market volatility and build a steady retirement income. You'll gain exclusive access to a variety of resources for a fraction of the price if you were to pay for them individually, including all four selection universes for FREE.
"This Strategy
Works for Me"
I started following Mr. Selengut’s income strategy before the 2008/2009 crash and I love it. It’s exciting to see your working capital and base income grow steadily. Base income grows fast and steady, depending on the amount of time devoted to following it. I'm retired today, and this strategy works for me. I have a portion of my portfolio devoted to it, and I really enjoy seeing the high levels of income grow.
More About Equity, Taxable, and
Tax Free Income Universes
The Equity and Taxable Income universes contain around 100 funds with an average 20 years in operation, portfolios containing an average of roughly 300 securities—including shares of companies like Apple, Amazon, and Exxon—at an average share price between $12 and $15. The Tax-Free CEF universe includes between 40 and 50 funds with yields that can average as high as 6% under certain conditions. They contain an average of over 350 individual bonds per fund.
With these CEF selection universes, you gain access to:
- Broad portfolios of major stocks in managed packages averaging $15.00 per share.
- Extensive bond portfolios—corporate, federal, and municipal—yielding nearly 6% tax-free or over 10% taxable, all within managed funds that eliminate markups, accrued interest, and additional fees.
- Each universe is available for $95, or all three for $225. An annual subscription for all three universes is offered at $415.
For more information, include details of the selected universe(s) of interest in an email to Steve at [email protected] or 843-243-0494.