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Strategies & Market Trends : Young and Older Folk Portfolio

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To: Rincon v2.0 who wrote (21005)10/6/2025 6:29:04 PM
From: Smart_Asset   of 23074
 
<<Muni bond CEFs are not at all stable. They are highly sensitive to interest rate changes.>>

That's been guiding principle for my investment strategy for the entire market for decades. In 2023 I was about 80% +/- in treasuries but have since distributed into tech stocks, utilities, dividend stocks and now some Muni CEFs.

Stability is a relative term. Many decades ago(5) I was a pool hustler...not so stable wrt income.

Thanks for sharing your expertise.
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