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Strategies & Market Trends : Young and Older Folk Portfolio

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Menominee
To: ontherancocas who wrote (577)12/6/2021 12:25:08 AM
From: chowder1 Recommendation  Read Replies (3) of 21991
 
Re: Middle Age Portfolio -- CEF's

The MAP has 14 CEF's, they represent 22.2% of the portfolio value and represent 36.8% of the portfolio income, so they do have a significant impact on income flows.

The largest holding is DNP and it represents 2.8% of the portfolio value.

The breakdown is as follows:

DNP .. 2.8%
UTG .. 2.6%
ASG .. 2.2%
ETV .. 2.1%
EVG .. 1.8%
QQQX .. 1.7%
RNP .. 1.6%
BST .. 1.6%
EOS .. 1.3%
BTO .. 1.1%
PCI .. 1.1%
GOF .. 0.9%
AIO .. 0.7%

I do expect to add to GOFF and AIO in the near future but for now I don't want CEF's to represent more than 25% of the portfolio. Once I get it finalized, I'll let it do what it's going to do and place my focus elsewhere.
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