XAI Octagon Floating Rate & Alternative Income Trust Makes Sense As Tactical Year-End Buy
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XAI Octagon Floating Rate & Alternative Income Trust (XFLT) has been upgraded from hold to buy due to its premium aligning with similar funds, despite a recent distribution yield cut to 13.71%. Leverage stacking poses risks, but current market conditions and seasonality trends make it a reasonable short-term hold.

December 12, 2024 | 11:15 am
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XAI Octagon Floating Rate & Alternative Income Trust (XFLT) has been upgraded from hold to buy. The fund's premium is now closer to similar funds, despite a recent distribution yield cut to 13.71%. Leverage stacking poses risks, but current market conditions and seasonality trends make it a reasonable short-term hold.
XFLT's upgrade from hold to buy is based on its premium aligning with similar funds, despite a recent distribution yield cut. The leverage stacking strategy poses risks, but the current market conditions and seasonality trends make it a reasonable short-term hold, likely leading to a positive short-term price impact.
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