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Strategies & Market Trends : Young and Older Folk Portfolio
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To: jritz0 who wrote (21485)10/21/2025 12:58:41 PM
From: macbolan2 Recommendations

Recommended By
jritz0
Tam3262

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I used to own GOF but I got nervous with it and sold it in August of 2024. I think that really high distribution was a red flag. Perhaps there were comments about GOF as well, I can't remember.

I still hold ECAT, their 21% distribution is a huge red flag, so is the SSD 20 Unsafe rating as well. It's a 0.3% size position so while not insignificant its not so big that if it took a hit I would be ruined. If it cuts the distribution I may need to look elsewhere, but for now I'll take what they give me.
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