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Posted by
Two Blokes 5 hours ago -
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PEO offers a stable, covered distribution and low leverage, making it a reliable vehicle for extracting dividends from energy and materials equities. While a simple XLE/XLB ETF blend outperformed PEO, the fund's narrowing discount to NAV and structural stability support our revised rating. Retail investors seeking a one-stop-shop for inflation hedging may find PEO's 0.65% expense ratio justified, despite cheaper ETF alternatives.
