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Posted by
Two Blokes May 22, 2025 -
Filed in
Stock
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5 views
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.
