Talk of The Villages Florida - View Single Post - What would you invest in?
View Single Post
 
Old 02-22-2022, 06:50 AM
Catalina36 Catalina36 is offline
Senior Member
Join Date: Nov 2020
Posts: 296
Thanks: 13
Thanked 345 Times in 113 Posts
Default

Quote:
Originally Posted by Gigi3000 View Post
I have $250,000 to invest for income. I'm 63, keeping lots of cash on hand, own my home, not working and have no income currently. My expenses are minimal, around $1800 month. What would you invest in? can play with $75000 in high risk, the rest medium risk.
I have been investing about 25% of money in
Invesco Value Municipal Income Trust Municipal Bond Fund, symbol IIM, you can purchase using any Brokerage Account. Trades like a stock so you can sell any time on any trading day if you need cash. Pays a monthly dividend every 1st of the month, Annual dividend around 4.8%. The Best Part it is totally Federal Tax Free and if you are a Florida resident that means there is no state income tax either. I have been following this fund for approximately 5 years. The price does fluctuate up and down, last price quote was $15.12 a share, but the dividend is there each and every month. Now is a good time to purchase with the market prices are down. I don't portray myself as a financial advisor but in my opinion, this is relatively a safe investment.