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Strategies & Market Trends : Young and Older Folk Portfolio

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To: SeeksQuality who wrote (7777)	8/9/2024 2:48:26 PM
From: jritz0	Read Replies (1) of 22023

" If I were to aim for a 5.0% yield, I would likely balance "half" in a DGI portfolio at the 3.5% yield point (or SCHD if you prefer the fund version) and "half" in higher-yield instruments such as preferreds, CEFs, MLP, and so on with a 6.5% yield point. (I put "half" in quotes because it might not be precisely 50-50.) Both halves of that are targeting a sufficiently modest yield that you can focus on selecting quality assets rather than pushing for the most extreme (and riskiest) yields." I could a see a portfolio constructed with CGDV, SCHD, QDPL and a few option funds selected from JEPI, JEPQ, SPYI, JEPI, FEPI getting someone thru retirement, especially if they have a rainy day bucket of money for unforeseen expenses and sequence of return risk, especially if some of the funds are reinvested. I hold all but FEPI.

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