Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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To: ontherancocas who wrote (577)	12/5/2021 9:19:53 PM
From: Don01022	Read Replies (1) of 22023

This is just my thoughts. If your 4 funds each are a 4% position, I would say it depends on how you feel about those funds. Are they high quality? Do they accomplish what you want from them? Is your portfolio diversified enough? I, for example, have 58 holdings; of which, I have 19 CEFs. My 2 largest are UTG and PTY which are 4.8% and 4.6% respectively. The majority of the CEFs are 1% or less each of my portfolio. UTG and PTY will probably be trimmed a little after the first when I "rebalance" the portfolio. My CEFs represent about 23% of the portfolio. This works for me. You need to do whatever you feel comfortable with.

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