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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: macbolan who wrote (20992)	10/6/2025 2:36:15 PM
From: Smart_Asset	1 Recommendation Recommended By Rincon v2.0 Read Replies (1) \| Respond to of 23078

With MUC I'm seeing a close of $16.15 on 7/19/21 with the fed at 0-0.25% rate and a close of $9.23 on 9/20/23 with the fed rate at 5.25-5.5%. Currently at $10.73 with some likelihood of rate cuts going forward. Seems a good place to keep some money. May I ask how long you've held those and what percentage of account? edit..btw I bought both those in early July based on a post of yours..thanks

To: macbolan who wrote (20992)	10/6/2025 4:02:22 PM
From: Rincon v2.0	1 Recommendation Recommended By Smart_Asset Read Replies (1) \| Respond to of 23078

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.