After carefully reviewing the portfolio comparison between DSE, GER, and KYN I have decided that there isn't enough pipeline exposure in the current candidate list. GER is being replaced by the Tortoise Pipeline & Energy Fund (NYSE:TTP) to correct the imbalance. In spite of a "less than desirable" 11.5% allocation to oil & gas production TTP offers superior exposure to the pipeline industry.
Information on the Tortoise Pipeline & Energy Fund can be found at this link.
Information on the other possible closed-end MLP contrarian candidates are at these links:
Duff & Phelps Select Energy MLP DSE
Kayne Anderson MLP KYN
I'll keep you posted as I continue the process of choosing the 2018 MLP closed-end fund contrarian portfolio.
William "David" Wedeking - President of Jade Reserves, Inc. and publisher of Sensible Speculation
Site powered by Weebly. Managed by BizLand