Greg Pomerantz
d1e85026bf
fundlab/cef_universe.py: SEC 'Closed-End Fund Information' report (973 active CEFs) + company_tickers CIK join -> 295 listed common classes (preferreds and 6(c)-converted companies flagged). Supersedes the N-2 full-index approach (N-2/A annual updates + 404ing index paths). Prices via goget. fundlab/cef_screen.py: 290 screened - t5/t12, vol5, maxdd5, the 5 crash episodes, 12m payout proxy. Energy/midstream CEFs (EMO +305%, SRV +234%, NML +232%) top return AND crash resilience; Voya Dividend-Premium series (IGD maxDD -16%); EM CEFs volatile + 14-24% dist; long-dur munis -26..-42%. fundlab/cef_character.py: 50-fund shortlist, 35-sleeve character + crude tax_arb = character x (upside + 0.4 x vol). Tests: 6 new cef checks (105 total). RESEARCH.md: CEF form facts (N-2ASR, N-PX, N-23C-3A, BDC caveats) + remaining stage 2b work.
1270 lines
28 KiB
JSON
1270 lines
28 KiB
JSON
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"name": "NXG NextGen Infrastructure Income Fund",
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