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Strategies & Market Trends : Young and Older Folk Portfolio

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To: Top Of The World Ma who wrote (21200)10/11/2025 4:38:02 PM
From: jritz01 Recommendation

Recommended By
Top Of The World Ma

   of 22988
 
RE: I'm slowly building a position in QDPL and wondering why you chose to sell 10% of your position.

I mentioned earlier that I plan on de-risking 5-10% of my portfolio. I started with selling QDPL and bought buffered funds. Yesterday I sold LMT and RTX and used the proceeds to buy more buffered funds and also hedges, EDGH and KGLD. The rest is going into PPA and SHLD. I'm looking at SCHG next, 10-12% haircut and possibly replacing it with GRNY.

QDPL is still my largest holding by far and I have no plans to sell anymore, since it was my biggest position it was first in line.
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