YH Tax Sensitive Portfolio Trade Updates- January 18, 2025
Summary
Sell Nuveen Variable Rate Preferred & Income Fund (NPFD) due to its low current discount of 6% and less tax-friendly distribution.
Buy Cambria Tax Aware ETF (TAX) for its focus on long-term capital appreciation and tax-efficient strategy.
Use limit sell orders or smaller market sell orders for NPFD, which trades about 100,000 shares daily.
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