Thanks so much for the reply. I kept thinking of your term 'success' tax in looking at the mix of holdings in the "Senior Citizen Portfolio". My rotation, with your help, into DGI/DGR holdings as a stark contrast to what my holdings were in 2020, has proven successful in both a defensive, safe, and moderately 'growthy' manner. To your credit, I even helped my son/his wife (34 years young each) set up a version of the YFP, and they are buying into the 'long-term horizon'.
For what you helped me with in 2020...The margin of safety was met in November 2022 and now building more closely to your last/final public posting of the OFP, which I believe was in May or June. Reading/subscribed to the Stanford Chemist/Income Laboratory, which has helped build/grow the income moat, but CEF's are at 22% of holdings and trying not to let get any higher. Still have the AAPL, MSFT, AVGO, NVDA, TSM, TER, ASML, LMT, RTX, GD...but the % of technology holdings is down now to less than 24% of the total.
Best,
DWD |
