Sunday, April 27, 2014

ETRACS Monthly Pay 2XLeveraged Mortgage REIT ETN (MORL) news: UBS Leveraged ETNs: Separating Fact From Fiction - Seeking Alpha

ETRACS Monthly Pay 2XLeveraged Mortgage REIT ETN (MORL) news: UBS Leveraged ETNs: Separating Fact From Fiction - Seeking Alpha



This is a very informative article about the pros and cons of owning 2X leveraged ETNs such as MORL and CEFL sponsored by UBS.  I own both of this monthly-pay stocks, and I have been happy with the 17-21% annual dividend income from them.  However, you should not buy these stocks unless you plan to hold them for a long time.  There is a 50,000 share minimum redemption for the stocks.  Of course, you can get around that by paying a penalty when you sell fewer shares.  The author mentioned a UBS withdrawal charge of $62.50 for 100 shares.  Some brokers may waive this penalty if they own more than 50,000 shares themselves, but it is a disadvantage that small investors must consider.  As for myself, I'll just collect the dividends until my cost basis becomes zero or less, and I may never sell them.


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