While Everyone Chases Tech, These 3 Funds Quietly Pay 11%

With tech driving the market’s gains, breadth has weakened and left discounted opportunities elsewhere. The author spotlights a three-CEF mini‑portfolio (Gabelli Equity Trust, DoubleLine Income Solutions and NXG NexGen Infrastructure) that yields roughly 11% on average, pays mainly monthly, and trades at notable discounts to NAV after recent rights offerings. The pieces: GAB (10.6% payout) offers non‑tech US equity exposure and a ~3.6% discount; DSL (11.8% yield) uses ~21% leverage and focuses on high‑yield corporates and EM debt, trading near a 4% discount; NXG (≈11% payout) targets infrastructure and AI “picks-and-shovels,” now at a ~4.6% discount. Market impact: if investors rotate from tech into income and value, these CEF discounts could narrow, lifting total returns for income‑oriented portfolios and drawing capital into beaten‑down segments beyond mega‑cap tech.