The BlackRock Enhanced International Dividend Trust offers high-yield international equity exposure, explicitly excluding U.S. stocks for diversification. BGY's largest holdings—TSMC, Samsung Electronics, and SK hynix—have surged due to AI-driven data center demand, but this concentration poses a sector risk. The fund underperformed the ACWX index on price but delivered a 19.3% total return over 18 months, aided by an 8.95% yield and option-writing strategy.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 69,997 | $401,780 | $408,782.48 | $7,002.48 | 1.74% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 16,697 | $92,897.91 | $98,345.33 | $5,447.42 | 5.86% |
Daniel L. Lippincott Karpus Management Inc. | 2.33M | $12.24M | $13.69M | $1.45M | 11.85% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 6M | $32.61M | $35.23M | $2.62M | 8.04% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 27,783 | $157,226.64 | $163,364.04 | $6,137.4 | 3.9% |