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Strategies & Market Trends : Young and Older Folk Portfolio

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To: Smart_Asset who wrote (20980)10/6/2025 12:37:33 PM
From: bugdoc82  Read Replies (1) of 23084
 
I have MUC,NAC,NKX,VCV as part of my bond portion in taxable account for income (started the positions earlier this year). Each of these are performing up to expectations for the purpose I purchased them at about 1% of our portfolio, so not a large portion and I could increase, but just holding for now since it they are my first positions in Munis. We live in SoCal (Palm Springs area) so taking advantage of tax advantages. Kevin
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