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Strategies & Market Trends : Young and Older Folk Portfolio
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BasketballJ
To: chowder who wrote (510)12/9/2021 3:33:07 PM
From: Top Of The World Ma1 Recommendation  Read Replies (1) of 21857
 
Chowder

I'm really going to try and follow this MAP and try and understand how you "manage" this portfolio as it resembles what I'm trying to achieve both in time and value.

At first I was just going to mirror it but then upon further reflection I've decided I can keep most of my positions (trimming here and adding there) while replacing those where it would make sense to do so.

I've already decided to replace my PM position with MO, just makes sense, more income. I've also decided to replace my GIS position with TSN. If the DGR continues it should surpass the GIS income in a short amount of time. A little overvalued here but not bad. I plan on making these moves the first of the new year.

I'm not done reviewing my portfolio yet and comparing what I own to the positions in the MAP so I'm sure there are other moves that need to be made that would be to my benefit.

I understand the CEF's provide a large amount of the income needed to reach the goal. Currently do not own any but understand them to a "small degree", still studying them. Will probably add most the MAP holds with the exception of a few.

So I guess my one question for today is why you elected to sell PG from the MAP and elected to hold KMB. I'm guessing perhaps valuation & yield had something to do with it.

Also, as an FYI...I kinda like it over here. Not as much noise. Makes it easier to focus and really learn something.
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