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Strategies & Market Trends : Young and Older Folk Portfolio

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Menominee

To: chowder who wrote (258)	8/6/2021 2:31:23 PM
From: gstew	1 Recommendation Read Replies (1) of 21799

Chowder - thank you for this update. In reading all of the notes, on replacing T in my portfolio and it's yield, over the last few months and doing the research to replace T, as I didn't want to go through the change, I decided to replace T with: UTG, GOF, IRM, PM, PTY, UTF and CCD. As you have pointed out with the combination of these stocks and CEF's I have replaced the 7%+ yield. My goal for this portfolio is the cover and build income to cover my RMD and then some so this group will continue to do this and spread the future potential over many companies instead of 2. Oh, and as you and others including DVK have suggested, I sold after the Ex Dividend date and was able to get the 3rd quarter dividend and also some of the above dividends / capital gains over the next few months. Thank you again for your continued tutelage.

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