Q&A with Middlefield Group | Split Share Funds Discussion: RS (Real Estate Split) & ENS (Enbridge)

Описание: Middlefield Disclaimer:

You will usually pay brokerage fees to your dealer if you purchase or sell units of the investment fund on the TSX. If the units are purchased or sold on the TSX, investors may pay more than the current net asset value when buying units of the investment fund and may receive less than the current net asset value when selling them. There are ongoing fees and expenses associated with owning units of an investment fund. An investment fund must prepare disclosure documents that contain key information about the fund. You can find more detailed information about the fund in these documents. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account certain fees such as redemption fees or optional charges or income taxes payable by any securityholder that would have reduced returns. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.

Certain statements in this press release may be viewed as forward-looking statements. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, intentions, projections, objectives, assumptions or future events or performance (often, but not always, using words or phrases such as "expects", "is expected", "anticipates", "plans", "estimates" or "intends" (or negative or grammatical variations thereof), or stating that certain actions, events or results "may", "could", "would", "might" or "will" be taken, occur or be achieved) are not statements of historical fact and may be forward-looking statements. Forward-looking statements are subject to a variety of risks and uncertainties which could cause actual events or results to differ from those reflected in the forward-looking statements including as a result of changes in the general economic and political environment, changes in applicable legislation, and the performance of each fund. There are no assurances the funds can fulfill such forward-looking statements and the funds do not undertake any obligation to update such statements. Such forward-looking statements are only predictions; actual events or results may differ materially as a result of risks facing one or more of the funds, many of which are beyond the control of the funds.

For information purposes only. The statements and statistics contained herein have been prepared by sources we believe to be reliable, but we cannot represent that they are complete or accurate. This communication should not be considered as advice and/or a recommendation to purchase or sell the mentioned securities or used to engage in personal investment strategies. Tax, investment and all other decisions should be made with guidance from a qualified professional.

The opinions expressed in this communication are solely those of the Passive Income Investing and are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed.


https://www.middlefield.com/

Recent Fund Changes and Consolidations: https://www.middlefield.com/pdf/trust...

Middlefield ETF's: https://www.middlefield.com/etf.htm

Middlefield Closed-end funds: https://www.middlefield.com/mmf.htm

00:00 INTRO
02:45 Split Share Funds Explained by the Experts
07:18 Class A Shares High Yield Explained
09:45 Termination Dates (Split Funds)
13:17 Overnight Offerings (Split Funds)
15:35 RS (Real Estate Split Fund) Discussion
18:46 Middlefield's Covered Call Strategy
21:30 RS REIT Selection
27:49 RS vs other REIT ETFs
30:00 RS Distribution
31:45 ENS (Enbridge) Discussion
37:42 Enbridge Classification?
38:55 ENS vs ENB
42:00 ENS Dividend Increase?
43:47 Future Middlefield Income Funds?
46:10 Middlefield Funds Revamp to ETF's
49:15 Middlefield = Real Estate Kings of Canada
50:50 Final Words
51:24 OUTRO


Create Your Own Dividend Passive Income Investing Portfolio.
Ideal for self directed growth , income , balanced investors, beginners and expert seasoned investors. This package is for you.

Ultimate DIY Investing Package:
https://passiveincomeinvesting.ca/pro...

Free Tools & Resources:
(downloads problematic on Firefox, try another browser)

Free Portfolio Download : $1.25M Dividend Portfolio, $11,000 /month of Passive Income Income https://passiveincomeinvesting.ca/fre...

Report Card: My Dividend Stock Picks - 1 Year Later Review
https://passiveincomeinvesting.ca/fre...

For Beginner Investors: 5 Portfolio Samples free download
https://passiveincomeinvesting.ca/fre...

Book a One on One with Adrian:
https://www.passiveincomeinvesting.ca/

Disclaimer:
Not a licensed investment advisor, videos are educational.
#passiveincome #investing #dividendincome #financialfreedom #livingoffdividends