BlackRock Energy and Resources Trust (BGR) Stock

You need to pay your bills, buy groceries, and fuel your car. In short, you need to fund your life — we look at funds to fund your life. No need to pay an overpriced money manager; get paid by them instead! High yields, great outlooks, and happy retirements — all things we specialize in.

I love investing for income over time, but today, we look at two quick capital return opportunities. Every once in a while, we collect fast returns on top of our income. Collect income, collect returns, and live the good life.

We dig into BlackRock Energy & Resources Trust's tender offer and discuss two ways to gain from it. How do Oil Majors perform in a recession? We look at this too. Collect income, redeem happiness.

BlackRock Energy and Resources Trust (BGR) is a closed-end fund that aims to provide total return through investments in energy and natural resources companies. BGR does not use leverage, making it a safer option for investors in the next bear market. The fund's performance has severely lagged than what you might expect.

We look at our top two picks for June. Decision fatigue is a major problem for people every day. Reduce decision fatigue, boost your passive income and quality of life simultaneously.

Inflation, interest rates, and high prices are crippling the average consumer like an IV drip of poison. We provide an antidote via strong income pouring into your portfolio. Your retirement should be built on a bedrock of income.

BlackRock Energy & Resources Trust invests in energy stocks and offers a current yield of 6.14%, higher than most energy index funds. However, the BGR closed-end fund's performance has been underwhelming compared to energy partnerships and index funds, with a 5.59% share price gain since December 2023. The BGR fund's strategy sacrifices upside potential for a higher yield and pays out capital gains to investors, resulting in higher yields but lower total returns.

So often we hmm and haw over choices for our portfolio. We have some must-own picks for building an interest-rate-agnostic portfolio. We use funds to rapidly gain exposure to various sectors.

BlackRock Energy and Resources Trust has experienced lower returns but similar volatility compared to passive ETFs in the energy sector. BGR has experienced additional volatility related to changes in pricing relative to NAV. The fund is trading at discount to NAV but not a significant discount relative to its historical average.