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Strategies & Market Trends : Young and Older Folk Portfolio

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To: jritz0 who wrote (7996)	8/12/2024 11:22:52 PM
From: Diddywahdiddy	Read Replies (1) of 23807

I believe that I did. Take into account the tax ramifications. The SC/IL site has a semi-spreadsheet that breaks down the recommended holdings. I will copy/paste a portion that follows what I had reviewed, and that information directed me to the positions in: (All held in my Fidelity Account...a smaller version in Schwab) Joint-Tenant taxable account 401K Retirement account ("NP" is "Non-Prototype 401K account") SEP-IRA Retirement account These are MY NOTES from my reviews, so I would recommend anyone do their own due diligence. Hopes this helps more than confuses... Those 'tickers' without notation of "JtTn" or "NP" accounts are not held. By me. M=monthly distribution Q= quarterly " " “ETF TAXABLE INCOME” LIST WITH INCOME YIELD >6%: “BUYS”:TCKR/YIELD/DVDND FREQUENCY JEPI 6.55% M NP Acct and taxable account JEPQ 9.71% M RYLD 12.76% M EFAS 6.15% M RIET 9.78% M MLPA 7.65% Q HNDL 6.73% M SHYG 6.72% M JBBB 7.06% M CLOZ 9.05% M BKLN 8.71% M TAXABLE INCOME PORTFOLIO 8/10/24: TCKR/YIELD/DVDND FREQUENCY ETV 9.13% M ETF FDLTY JtTn (rated BUY) & in NP Acct ETY 8.71% M in JtTn Acct ETW 9.9% M ETF FDLTY JtTn HTD 7.83% M but held in NP Acct Municipal Bond Funds, below, all in JtTn Acct: PMX 5.14% M municipal bond fund ETF/FDLTY JtTn (rated BUY) EIM 5.83% M municipal bond fund ETF/FDLTY JtTn (rated BUY) EVN 5.74% M municipal bond fund ETF/FDLTY JtTn (rated BUY) MAV 4.52% M municipal bond fund ETF/FDLTY JtTn (rated BUY) NMZ 7.18% M municipal bond fund ETF/FDLTY JtTn (rated BUY) PTA 8.05% M FLC 6.80% M CONSIDER, BASED ON RECENT ARTICLES: NTG BUY+ TEAF BUY+ rated BUY and in NP Acct NPFD BUY+ in NP Acct NXG in NP Acct OCSL in NP Acct OXLC in NP Acct BANX BUY+ ECF BUY+ rated BUY and in NP Acct ERH in NP Acct JAAA in NP Acct JEPI in NP Acct EVT BUY++ rated BUY & in NP Acct ETB BUY++ EXG BUY++ rated BUY & in NP Acct ETJ in NP Acct ETG BUY++ rated BUY & in NP Acct ETO BUY++ and in JT/TN & NP acct & SEP/IRA ECF in NP Acct EFT in NP Acct ERH in NP Acct ETJ in NP Acct BSTZ BUY++ rated BUY and in NP Acct BTI BXSL CII BDJ BUY++ NP ACCT BGB NP ACCT BGX NP ACCT BIPC NP ACCT BME+(rated BUY) and in NP ACCT BST BUY++ BIGZ BUY++ BMEZ BUY++ rated BUY and in NP Acct BRW SPE BUY+ in NP Acct DPG BUY+ rated BUY and in NP Acct UTF BUY+ JT/TN UTG BUY+ JT/TN & NP Acct & SEP/IRA TBLD HYB ECAT NP ACCT ECC NP ACCT FLC NP Acct (recommended to be in taxable acct!) FRA NP Acct FSCO NP Acct FTHY NP Acct VIG RLTY BUY+ HIGHER DVDND THAN RNP AND RQI AND RFI. JT/TN & NP Accts RNP HOLD+ JT/TN & NP Acct & SEP/IRA RQI BUY+ in NP Acct THQ rated HOLD and in NP Acct EVG JBBB CLOZ BXSY BCAT+ NP ACCT GDV PFO NP Acct ARDC + NP ACCT PHD NP Acct PMO PDO NP acct PDT NP Acct PDX NP Acct RA NP Acct RFI NP Acct TYG in NP Acct & JT Acct VDC NP Acct VIG NP Acct WDI NP Acct XFLT rated BUY and in NP Acct BGB GAB HNDL FLTR HYG HTD BUY+ rated BUY and in NP Acct HQH HOLD+ and in NP Acct IGA in NP Acct IGD in NP Acct JFR in NP Acct JRI in NP Acct HQL BUY+ THW SELL+ JT/TN ( position liquidated) CGDV NBXG+ rated BUY in NP Acct ASGI BUY+ JT/TN & NP ACCT GLU BUY+ rated BUY & in NP Acct GRX in NP Acct HFRO in NP Acct BUI BUY+ in NP Acct and rated BUY

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