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Strategies & Market Trends : Young and Older Folk Portfolio

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To: macbolan who wrote (21014)	10/6/2025 7:17:27 PM
From: Rincon v2.0	of 23075

Re: Do you worry about the size of the CEF There were one or two California funds that I avoided due to size. It wasn’t the dollar valuation, but the daily share volume. I need some volume to trade in and out efficiently. As long as the manager is reputable, I’m fine with the fund. For example, I own over 50% of CEV’s average daily volume. It’s tough getting in and out without moving the price. I traded out of a non-muni CEF one day earlier this year in multiple trades. That triggered a notice from Fidelity that I couldn’t sell anymore that day as I was affecting the price. I had to call the trading desk. They gave me 30 minutes to make one last trade. I remember reading about one small muni fund. It was created on behalf of a single wealthy investor. Not enough volume, so I skipped it, but I thought it was a cool idea to have your own professionally managed + leveraged bond ladder.

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