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SOR Forecast

SOR: The Best Performing 60/40 CEF, Now With A Discount

We have looked at a number of 60/40 or 70/30 CEFs as of late, hence we are going to do a re-fresh on Source Capital (NYSE:SOR) and see how the fund is doing and how it benchmarks against the cohort. The 60% equity, 40% bonds portfolio is the result of a classic portfolio build, that advocates for lower volatility by utilizing this asset distribution matrix. In a normalized rates environment when equities sell off, bond yields decrease, hence the relationship does exhibit a set-off. This year has been different, with one of the most negative historical performances for this type of portfolio:

seekingalpha.com     Dec 23, 2022