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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (510)12/15/2021 4:11:33 PM
From: Top Of The World Ma  Read Replies (1) of 21904
 
RE: MAP Management

Chowder

How are you managing the individual positions in this portfolio (excluding CEFs)?

Are you planning to bring them all to equal weight?

How are you determining who the next man up is?

If the priority of the portfolio is income will you be adding to the companies with the highest yield or the companies with the highest dividend growth or is it a valuation thing.

You explained your recent add to LLY and I'm trying to understand how that fit in with the primary objective of securing the income target.
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