A Low-Risk, Optimal Strategy For Monthly Income
Source: SeekingAlpha
2025-05-22 12:36:51 ET
Summary
- This low-risk system leverages Money Market Funds and Closed-End Funds to provide monthly income, balancing safety and growth while minimizing tax liabilities.
- Allocate 80% to U.S. Treasury Money Market Funds (SNSXX or FZFXX) and 20% to Closed End Funds like NUV, for optimal yield and tax benefits.
- Adjust fund allocation based on interest rate trends: increase Money Market Fund holdings in rising rates, and increase Closed End Fund holdings in falling rates.
- This strategy ensures a balanced, hedged portfolio that generates consistent, tax-favorable monthly dividend income with minimal risk.
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A Low-Risk, Optimal Strategy For Monthly Income
Nuveen Municipal Value Fund Inc.
NASDAQ: NUV
NUV Trading
0.05% G/L:
$9.185 Last:
377,264 Volume:
$9.23 Open:
