GRX

booobReviewer

At 80+, the priority should be capital preservation and income, not long-term growth. A few things to check on those Gabelli CEFs: 1. Expense ratios — Gabelli CEFs often run 1.5-3%+ ER. The Healthcare & Wellness Trust (GRX) is over 3%. That's insanely high for an income fund — it's eating into the distributions. 2. NAV vs market price — If the Utility fund (GAU) is trading at a 2x premium to NAV as someone noted, that's actually a decent time to sell. CEFs can trade at big premiums that revert. 3. NAV erosion — Over 9-12 years, if the NAV has been declining while distributions are paid out, that's effectively returning her own capital. If she needs the income, a better setup might be a simple mix of a short-term bond ETF (BSV or SHY for stability) and a dividend-focused equity ETF (SCHD or VYM) — total ER under 0.10%. Worth a discussion with a fee-only advisor given the tax implications of selling.

EPPAnalyze

Questo è un classico scenario in cui c’è un profondo scollamento tra gli obiettivi di una persona di ottant'anni, che cerca sicurezza e conservazione del capitale, e la natura reale degli strumenti finanziari che si trova in portafoglio. I tre fondi chiusi di Gabelli (GAB, GUT e GRX) sono prodotti molto specifici: sono famosi per distribuire cedole altissime, spesso intorno al 10%, ma lo fanno utilizzando la leva finanziaria, investendo in azioni e, cosa fondamentale, pagando i dividendi attingendo direttamente dal capitale quando i mercati non girano a dovere. Se guardi i grafici storici degli ultimi dieci anni, noterai che il valore della quota di questi fondi tende a scendere nel tempo. Questo succede perché, per mantenere la promessa di quel dividendo così generoso, il fondo spesso "si mangia" se stesso. Per una persona della sua età che preferisce la stabilità, questo meccanismo è l'esatto opposto della sicurezza, perché espone i suoi risparmi alla volatilità del mercato azionario e a una lenta erosione del capitale investito. Vendere tutto e subito potrebbe non essere la mossa ideale senza prima aver fatto un controllo fondamentale: l'aspetto fiscale. Avendo questi titoli da circa un decennio, bisogna verificare se la vendita genererebbe delle plusvalenze importanti su cui pagare le tasse, o se l'erosione del valore della quota ha creato delle minusvalenze. Questa verifica è il primo passo per capire come muoversi. Se l'obiettivo reale è la conservazione del capitale a lungo termine abbinata a un rischio minimo, oggi il mercato offre alternative decisamente più adatte a una signora di ottant'anni. Si potrebbe valutare di spostare quella liquidità verso strumenti molto più protetti, come obbligazioni governative a breve o media scadenza, certificati di deposito o ETF obbligazionari diversificati. In questo modo si azzera il rischio legato alle oscillazioni delle azioni e della leva finanziaria, garantendo a tua madre la tranquillità e la sicurezza che sta cercando, senza la paura di vedere il proprio patrimonio rimpicciolirsi anno dopo anno.

WallofNarwhal

[This shit](https://www.msn.com/en-us/money/other/silver-should-be-trading-at-half-its-price-later-this-year-jpm-s-marko-kolanovic/ar-AA1V1GRX?ocid=finance-verthp-feeds) from JPM should be illegal. Blatant attempt to save themselves from a short squeeze lmao

stockratic

Corindus CorPath GRX system is the one. The post talks about what happened to it and how the Liberty system was designed with CorPath's negatives and why it wasn't accepted well. Siemens bought Corindus for $1.1B. Moving to use for neurovascular.

stockratic

Since due to their low upfront price (not determined yet but super low compared to a CorPath GRX system), virtually all endovascular procedure providers anywhere will be able to afford it and only have to inventory for however many procedures they do monthly or quarterly. I am alerting retail through my couple of posts today and several lengthy comments in one or two MBOT posts by others this week. Whether Reddit readers buy it or not will have no impact on my investment at this low $2.50 price range. The company has a huge market field to approach, and we all know robotics is here and the future. As an aside, since VP Sales, Paul Mullen, came from Inari (which Stryker bought for $4.9B in Feb 2025) and sold Inari's vascular blood clot devices to hospitals and centers, and because new-hire Christina Bailey is from Stryker, I can see a good case for the stars aligning once Microbot gets some acceptance and revenues in the next year or so and then it would be a great acquisition target for Stryker (and Stryker would get its people back).

VisualMod

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VisualMod

I am a bot. You submitted a picture of a banned ticker, GRX. The market cap of GRX is **205,880,614** This check will fire if you included unnecessary pictures that have bad keywords/phrases. Repost with the useless pictures omitted if you did that.

TheDudeAbidesFarOut

Rebuilding a gravel bike with overpriced GRX components.....

ATSCoupe

Thanks! Down about 100k YTD., which feels a little extreme for an allegedly moderate-conservative allocation with valuation hovering around 2.32M at this point, with about 35k in cash. Presumably those in 60/40 or higher equity PF's have taken a worse hit. Good perspectives to help me frame some questions for the advisor. I too question so much in SCHO. IT's safe but a pretty large allocation, and to me might as well be in MINT ultra-ST bond or money mkt. I don't have immediate significant withdrawal plans...just scaling back on work in the next 2 years and figuring on needing 40k a year from the PF once I "fully" retire which perhaps would be in 2-3 years officially. That 10% of the PF I left out is scattered across a lot of smaller positions...in equity, PFFD (Preferred) at about 2.7%, CCD and VCSH another 1%, VNQI/VNQ (Real Estate) about 2.7%, and the rest each fractions of a percent...comprising a diversified mix; Small/Mid-Cap, Healthcare fund GRX...a few individual stock positions. I just left them out for the sake of simplicity. Arguably having so many funds isn't productive for the greater good of the PF but my advisor feels it doesn't hurt so long as the sum total is reasonably diversified overall. I think he'd also be of the opinion that yields may not go much higher which is possible as you point out.

Optimal-Soup-62

GRX, PHD, SCHV, and MPW. Shit now everybody knows I am a boomer

Fineous4

Going to watch my GRX leaps and day trade if anything looks good.

StaticGuard

So glad I was able to buy IPOE at $14 last week. Never thought it would get that low again. Now if only GRX can follow suit...