A $1 Million Closed-End Fund Replicator
Source: SeekingAlpha
2026-03-07 06:46:45 ET
Closed-end funds and long-term capital gains
Closed-end funds are one of my favorite tools for taxable brokerages trying to maximize income. I've stated my case in previous articles: if you choose a fund with minimal to no leverage and a diversified, mostly equity strategy, it's akin to owning a large-cap equity portfolio and having an advisor sell a percentage of your gains each year and give them to you as a paycheck. The fees are higher than index funds, but management usually consists of CFAs that consider tax efficiency first and foremost....
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A $1 Million Closed-End Fund Replicator
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