HERZ Herzfeld Credit Income Fund
Included in Live CLO Experimental KISS & DRIP, dated Aug 27, 2026. Source position sizes · 20-holding maximum · 1–10% limits. The plan uses a saved spreadsheet snapshot; later changes are not included. Source row 8. Source position value: $3,467. This sets its relative priority before the 1–10% limits. Market losses, concentration, leverage where used, changing distributions and overlapping underlying investments. Charts use market history from Jul 7, 2025 for this security identity.
Outside this active collection. Past picks and investments from other collections do not receive this ranking.
Growth of $10,000
Dividends reinvested · no additional contributions
The selected period exceeds this investment’s age; the chart shows its complete available trading history. Based on adjusted market prices through the latest available completed session, before personal taxes and trading costs.
Checking the latest completed session…
Total return
Price movement plus reinvested distributions, compared with SPY.
Dividend includes all distributions and reinvestment.
Why no rank is assigned
Income consistency · Only eligible investments in this collection are ranked.
Outside this active collection. Past picks and investments from other collections do not receive this ranking.
This explains the collection’s default ranking. Search, category filters and chart periods do not change it; choosing another sort changes the list order. This is Income Lens’s calculation, not a score published by the strategy creator.