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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (1600)10/16/2023 12:53:37 PM
From: chowder1 Recommendation

Recommended By
1RustyNail

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I did some buying and selling today in the Older Folk Portfolio will all moves made in CEF's where I'm looking to increase the annual income flows.

I sold the position in SPE, yield was 9.59%.

With the proceeds from this sale I bought $10K each in:

JFR - yield 12.80%
PHD - yield 12.42%
BGX - yield 11.83%
FRA - yield 11.33%

I then added $1K each to the following:

AIO - yield 11.02%
ETV - yield 9.51%
BST - yield 9.46%
RFI - yield 9.41%
ETW - yield 9.21%
BDJ - yield 9.09%
BMEZ - yield 7.95%
BSTZ - yield 7.89%

These moves increased the annual income at just over $2,000.
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