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Which income stream to use?

I have recently entered "retirement". Having been fortunate to have carefully contributed and managed a now conservative portofolio over many years (25%equities/65% various bond fund holdings/municipal and corporates/10% cash), and having adaquete assets based on spending needs, I also hav...
by ncjayhawk
Fri Feb 08, 2013 10:12 am
 
Forum: Personal Finance (Not Investing)
Topic: Which income stream to use?
Replies: 2
Views: 372

Re: Taking profit on municipal funds held

Yes, I thought about it further, the delight of possibly reaping a nice profit would leave a hole in my portfolio that would be filled in again with the same asset class. I guess I would only do this were I to rebalance in a different direction with this component of my asset allocation. Thanks for ...
by ncjayhawk
Tue Jan 29, 2013 7:16 pm
 
Forum: Investing - Help with Personal Investments
Topic: Taking profit on municipal funds held
Replies: 8
Views: 681

Taking profit on municipal funds held

I have a number of good quality Municipal funds I have held for quite some time. I use the funds to generate income monthly. I have significant gains in the funds cummulatively and wondered if it made sense to sell the funds, reap the gain, and re-buy the funds in the near future to continue generat...
by ncjayhawk
Tue Jan 29, 2013 11:18 am
 
Forum: Investing - Help with Personal Investments
Topic: Taking profit on municipal funds held
Replies: 8
Views: 681

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