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Strategies & Market Trends : Young and Older Folk Portfolio

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From: DoctorRicky11/13/2025 10:15:46 AM
3 Recommendations

Recommended By
chowder
Markbn
QTI on SI

   of 24881
 
Used cash generated by dividends in nontaxable accounts to initiate small positions in CLX, HRL, NEE & HON. Will add if stocks rise 3%. Hold full position of NEE in taxable accounts. Holding extra cash reserves for buys if stock market falls 15%. Will dip into cash allocation (10%) if market goes down more than 15%. Use cash allocation funds to pay yearly RMDs, but none needed until this time next year.
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