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Strategies & Market Trends : Young and Older Folk Portfolio

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To: macbolan who wrote (21625)10/27/2025 1:18:40 PM
From: jritz0  Read Replies (2) of 21712
 
RE: SC/NA CEF Watchlist has PDX as a buy currently...anything under -10%

I bought PDX back in Dec 2023 per Doug Albo's recommendation regarding PDX going the way of more traditional Pimco credit funds. It's been a decent fund but I'm beginning to lose patience with it and may sell.

CEFs used to be about 30% of my portfolio but are currently down to about 11% and may get smaller. I have found more compelling ETFs to invest in for income and cap gains. The ETF industry is bringing out new products all the time.

I'll increase my CEF exposure after the next bear market when the funds will be better values, but I have a hard time finding value today.
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