Revisiting The Simple Retirement Portfolios - 2023 Update [Seeking Alpha]
Lazard Global Total Return and Income Fund (LGI)
US:NYSE Investor Relations:
lazardassetmanagement.com/us/en_us/funds/closed-end-funds/lazard-global-total-return-%26-income-fund%2c-inc./f19/s26
Company Research
Source: Seeking Alpha
Portfolios are meant to provide retirees with a simple way to invest their retirement savings, but with greater yields and performance than comparable funds and indexes. The portfolios have mostly accomplished their goals and had strong returns during 2023. Interested in retirement portfolio ideas and funds? Read on. This idea was discussed in more depth with members of my private investing community, CEF/ETF Income Laboratory. Learn More » I introduced the Simple Retirement Portfolios more than three years ago. Portfolios are meant to provide retirees with a simple, yet effective way to invest their retirement savings, with varying levels of risk, yield, and passive / active exposure. Portfolios hold a diversified set of equity and fixed income funds, with diversified exposure to most relevant asset classes. Portfolios are as follows: I'm doing semi-regular updates on these portfolios and their performance. The following article focuses on portfolio and fund performance fo
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News
- Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in MarchBusiness Wire
- Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in FebruaryBusiness Wire
- LGI: Unique Equity CEF With Fully-Covered Distribution At An Enormous Discount [Seeking Alpha]Seeking Alpha
- Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in JanuaryBusiness Wire
LGI
Sec Filings
- 3/26/24 - Form SC
- 3/18/24 - Form SC
- 3/13/24 - Form DEF
- LGI's page on the SEC website