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Strategies & Market Trends : Young and Older Folk Portfolio

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To: QTI on SI who wrote (21210)10/11/2025 4:36:32 PM
From: chowder6 Recommendations

Recommended By
Diddywahdiddy
livwell
Lucia
Menominee
QTI on SI

and 1 more member

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In my personal portfolio I have 16% exposure to utilities from all sorts of assets, and I expect to add more.

Here is just a list of assets where I have utility exposure.

DUK .. NEE .. SO .. WEC.

Most of my exposure are from the equities listed above, but the low percentage of utility exposure in the CEF's below, add up when taken as a whole.

ERH .. ASGI .. NXG .. HTD .. JRI .. PFN .. ECAT .. SPYI .. BCAT .. ETW .. AOD .. RA .. AVK .. JEPQ .. ETV .. BRW .. AIO .. JFR .. SPE .. CHW .. EFT .. ISD .. PFFA.
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