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Strategies & Market Trends : Young and Older Folk Portfolio
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From: Rincon v2.010/3/2025 4:09:48 PM
2 Recommendations

Recommended By
Jacob Marley
Smart_Asset

   of 23206
 
Traded some UTG for MUC today. I took advantage of the run up in UTG to take some profits and add shares to MUC, which remains virtually the same price it was on January 1st. The distributions are the same, 5.9%, but MUC is tax free which will boost after tax income. Both CEFs were, and are still, oversized allocations. UTG had a nice run up 27% YTD. SSD rates it “could be overvalued.”
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