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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (510)12/5/2021 1:06:19 PM
From: Top Of The World Ma  Read Replies (1) of 21802
 
Re: Middle Age Portfolio


Would you mind sharing the age of the individual for this portfolio?

I'm intrigued as the targets and capital used to achieve them are similar to my own however I've been very defensive with my allocations for fear of loosing capital.

I see CEF exposure is over 20% of portfolio with yearly dividends from those CEF's almost 40% of total dividends received.

I'm assuming the CEF exposure is needed to meet objectives?

How are the dividends being utilized in this portfolio?
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