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Strategies & Market Trends : Young and Older Folk Portfolio

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To: carbolady who wrote (1315)	11/27/2022 2:28:19 PM
From: chowder	6 Recommendations Recommended By INCOGNIT0$ Markbn Menominee red cardinal Tam3262 and 1 more member Read Replies (1) of 21838

Here is how I would set up a portfolio replicating the YFP using the following breakdown: Roth is 20% of portfolio IRA 20% of portfolio Taxable 60% Roth: 8 IRA: 8 Taxable: 24 Roth: .. TGT .. JNJ .. PEP .. LMT .. HD .. SYY .. MCD .. APD. IRA: .. TU .. O .. D .. SO .. LSI .. DUK .. ABBV .. PLD. Taxable: .. CAT .. NEE .. NSC .. ADP .. ABT .. MKC .. PH .. AWK .. TSCO .. NKE .. DHI .. DPZ .. LLY .. DE .. CTAS .. ELV .. SHW .. SPGI .. DG .. COST .. MA .. TMO .. NVDA. This is assuming you are replicating the actual holdings. I have the highest 8 yielding companies in the Roth in an effort to minimize taxes on dividend cash flows getting injected into the portfolio. The next 8 holdings are the middle ground yields and the taxable account's holdings are the lowest yielding assets, again to minimize the taxable drag on the growing dividend cash flows. If you are not replicating the actual holdings, the process would still be: Roth - highest yields IRA - middle yields Taxable - lowest yields

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