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Strategies & Market Trends : Young and Older Folk Portfolio
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To: QTI on SI who wrote (21655)10/28/2025 7:03:16 AM
From: jritz04 Recommendations

Recommended By
chowder
QTI on SI
Ridgelander
Tam3262

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I look at RoC in relationship to a car as driving a hybrid and RoC is when you are in electric mode, it's economical. The bottom line is it keeps more money in your pocket.

I monitor every CEF I own, I don't want to own any fund where the NAV goes from top left to bottom right. I own many ETFs that purposely pay RoC, it is part of their design to be tax friendly; QDPL, most of NEOS's funds, too many to count.

NBXG raised their distribution 20% recently and if they keep performing as they have the discount will disappear. Another thing going for NBXG is it is a term trust that could end in 2033. Their discount has been shrinking and I believe it will continue to do so as long as this market continues to cooperate. See the graph below.

"PPS: I think, the bigger issue with RoC-paying funds is vigilance. You can’t set and forget them imo. You have to actively monitor coverage and NAV trend to ensure today’s constructive RoC doesn’t quietly morph into tomorrow’s destructive one. That's a bigger issue for me personally."

All CEFs require vigilance in my humble opinion, even ADX which went to a managed distribution policy last year which may affect their tax classifications in the future.

I enjoyed the exchange and respect your opinion, we just have different preferences when it comes to researching CEFs.

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