• The newsletter addresses both CEFs and ETFs.

Provides three specific monthly recommendations by US market, international market and by sector

• Provides strategies for trading and for how to use the various new and exotic fund chices.

Online Services

Newsletter Content

  • ISI 02
    Three new recommendations each month for ETF's and CEF's sorted by U.S. Market, international markets and specific economic sectors.
  • ISI 01
    Model Portfolios
    In addition to monthly recommendations, six diversified portfolios are constructed to suit investors for all risk levels.
  • ISI 03
    Ultras, double or triple long/short ETF's that give investors extra leverage, are arranged by best and worst performers each month.
  • ISI 04
    Sector Performance
    A monthly performance review of hot and cold sector funds are organized by best and worst performers.
  • ISI 05
    U.S. Market
    Every month, best and worst U.S. funds are listed by current yield, 1-month % change, 3-month % change. etc.
  • ISI 06
    A review on international funds is prepared monthly, categorized by the month's best and worst funds.
  • ISI 07
    ETF Rankings
    A monthly listing of ETF's ranked by their 3-month performance is provided along with respective 52-week high/lows.
  • ISI 09
    CEF Rankings
    Each month, CEF's are ranked by their discount from net asset value and by their current discount variance from their 52-week average discount.

Other ISA Services

Portfolio Management Services

Providing consulting and advisory services to individual investors and institutions through a referral arrangement with Lehmann Livian Fridson Advisors LLC ...

Income Securities Investor Newsletter

Providing information, pricing, current recommendations and investment ideas on bonds and preferred stocks....

Distressed Debt Securities Newsletter

Providing listings and descriptions of new defaults as well as updates on past defaults, bankruptcy court updates and default settlement details...

Customized Default Research

Providing customized private research studies on municipal and corporate bonds in default. We maintain an extensive historical database dating back to 1980 ...