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

To: Max Fletcher who wrote (21968)	11/6/2025 10:50:33 AM
From: macbolan	2 Recommendations Recommended By chowder Diddywahdiddy Read Replies (1) \| Respond to of 23608

Well ok then... I made the BEPC -> BEP Swap this morning in my Roth IRA. I'll try and pay attention to maybe swap back sometime in the future. Locked in a nice 32.7% gain on the BEPC shares. Now let's see what BEP can do...and like the step up in Yield 4.90% vs. 3.42%. And added the 3rd Muni CEF chunk with 5k more of MUC. NKX is the last one to be added. Update: Wow, that move from BEPC -> BEP, counting in the gain from the BEPC shares raised the annual income about 44% (!!). I'm liking that move. All in a Roth so even better.