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Strategies & Market Trends : Young and Older Folk Portfolio

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To: macbolan who wrote (20992)10/6/2025 4:02:22 PM
From: Rincon v2.01 Recommendation  Read Replies (1) of 23075
 
Re: …not all of the distribution is non tax because some could be ROC or something like that…

CEV, PCQ, and MUC have lower ROC compared to other California muni funds. Their distributions are also lower as they aren't stretching their returns. The higher distribution muni CEFs have higher ROC. NAC and NKX are around 35-40% ROC. That will ease as interest rates decline. I own all of the above plus BFZ, VCV, and EVM, but recently added to CEV, PCQ, and MUC. I wanted to lock in more tax free income before the share price rises with lower interest rates.
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