PML: Offering Multi-State Muni Exposure At A Reasonable Price

Core Insights - The individual has 15 years of experience in financial services, focusing on macro investment strategies and identifying undervalued sectors and thematic ideas such as metals, gold, and cryptocurrency [1] - The individual emphasizes the importance of diligent saving and investing, showcasing a personal journey from a middle-class background to co-managing a seven-figure investment account [2] - The investment portfolio includes a diverse range of assets, including broad market ETFs, sector-specific funds, alternatives like Bitcoin and gold, and individual stocks, indicating a well-rounded investment strategy [3] Investment Strategy - The investment approach includes maintaining an up-to-date portfolio that reflects actual investments, which is shared with followers for transparency [3] - The focus on managed income portfolios targeting safe and reliable yields of approximately 8% highlights a strategy aimed at both active and passive investors [3] - The inclusion of high-yield opportunities in closed-end funds (CEF) and exchange-traded funds (ETF) suggests a strategy that seeks to maximize income through diverse investment vehicles [3] Community Engagement - The investment group CEF/ETF Income Laboratory provides features such as 24/7 chat and trade alerts, enhancing community engagement and support for investors of all experience levels [3] - The majority of holdings in the investment strategy are monthly-payers, which facilitates faster compounding and steady income streams for investors [3]