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Strategies & Market Trends : Young and Older Folk Portfolio

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chowder
QTI on SI
To: QTI on SI who wrote (21546)10/22/2025 1:18:27 PM
From: mykesc20202 Recommendations  Read Replies (1) of 21937
 
Agree on UTG, below are my hand notes on my CEF spreadsheet (not sure when I last updated it). Solid CEF. I am long already pretty heavy on UTG and I am trying to get a higher yield on my latest CEF purchases, so I'm going to pass at the moment.

4) UTG, Long term hold, price holds near NAV, Consider buy at discounts >1.5%, No cut since 2004 w/multiple increases, Utes58%/TelCom20%, companies I own or would like to own, ROC 0%,
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