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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder9/30/2025 2:39:08 PM
2 Recommendations

Recommended By
agniv
Menominee

   of 21722
 
Re: Retirement Portfolio ...

I did a good bit of buying in this portfolio today. I was looking for capital growth + dividend growth with the equities, and monthly cash flow growth with the CEF's.

I added to the smaller holdings, bringing them up in size.

I added to the following:

ADP .. ES .. ESS .. KR .. LLY .. MA .. NEE.

CEF's:

NXG ... 13.36% yield
RA ...... 10.58% yield
UTF .... 7.68% yield
BST .... 7.33% yield
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