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Strategies & Market Trends : Young and Older Folk Portfolio

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Recommended by:
Smart_Asset
To: Smart_Asset who wrote (20980)10/6/2025 2:39:04 PM
From: R.Daneel.Olivaw1 Recommendation  Read Replies (1) of 23084
 
Re: MUC, Black Rock CA munis.
For me... (Quick look)
1. I don't like bond funds, personal bias.
2. Declining NAV since 2016.
3. Leverage at 36%.
4. Total Returns (Annualized)
...............................MUC..........Fixed Income CEFs
Last 12 Months ...... -0.8%.......... 3.1%
Last 3 Years ........... 5.1%......... 8.7%
Last 5 Years .......... -0.3%......... 1.9%
Last 10 Years .......... 1 .7%......... 3.7%
Last 20 Years .......... 2.5%......... 2.9%
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