Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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chowder

To: chowder who wrote (2496)	5/10/2024 12:00:13 PM
From: Max2.0	1 Recommendation Read Replies (1) of 22060

Sounds like you had a great trip. On the UTEs: I have NEE, SO, AEP, SRE, WEC as well as UTF and UTG and HTD (Has heavy UTE exposure). I consider the CEFs are part of my UTE position. In total they represent an outsize portion of my portfolio. UTG is still down some on cost but it is coming back. I hear what you are saying about consolidation. Let me give it some thought.

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