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Strategies & Market Trends : Young and Older Folk Portfolio

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To: 5-88 who wrote (603)12/7/2021 3:36:08 PM
From: chowder  Read Replies (1) of 22004
 
Re: Middle Age Portfolio -- CEF's


>> As far as a total percentage of Portfolio - what would you recommend? (5 - 10%) <<

There's no one size fits all so it depends from person to person based on need, time, experience and risk tolerance. Since I am familiar with your portfolio and situation, I wouldn't go above 10% and staying at 5% until you gain more knowledge and experience might be the prudent way to go about it.






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