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YH Tax Sensitive Portfolio Trade Updates- January 18, 2025

YH Tax Sensitive Portfolio Trade Updates- January 18, 2025

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Yield Hunting
Jan 19, 2025
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Yield Hunting
YH Tax Sensitive Portfolio Trade Updates- January 18, 2025
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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.

  • Build a p…

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