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closedendtrader

closedendtrader
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ABOUT
Independent, fee-only financial planner and investment advisor, generally recommending portfolios of open-end mutual funds that clients may easily implement on their own.

As a private investor, I add closed end funds, BDCs, ETFs, and the occasional stock to the mix.
SNAPSHOT
  • Description: Independent financial planner/advisor. Trading frequency: Monthly
  • Interests: Mutual funds
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