Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BondsBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BondsBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Bond Investing
Unthreaded | Threaded | Whole Thread (7) |
Author: weatherman   😊 😞
Number: of 102 
Subject: Re: muni time
Date: 07/11/24 3:29 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1

w/out going into the allocation justification...

being overweight MM past ~3 yrs is now spitting out too much taxable cash at marginal fed (not 15% div !) rates.
state rates are piddly add-on for me, and also looking for family member w/no state inc tax.

funds that mandate sticking to muni index\agg PROFILES (duration,quality,etc..) are not 'active', regardless of what they choose as benchmark (usually the same as profile).
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to weatherman here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 102 posts about Bond Investing. The article-length ones it recommended most:
Bond Investing, a Brief Intro · 20 recs · 2023
Target Maturity Funds (TMFs) · 8 recs · 2023
A Preview of Coming Attractions · 8 recs · 2023
OT: An exchange done at TMF. · 7 recs · 2023
A Book List for Bond Investing · 6 recs · 2023
Unthreaded | Threaded | Whole Thread (7) |


Announcements
Bond Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Bonds | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community