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Strategies & Market Trends : Young and Older Folk Portfolio
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To: Max2.0 who wrote (21560)10/29/2025 3:26:37 PM
From: Kohlberg2 Recommendations

Recommended By
jritz0
TeamTina

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I've got a full position in UTG but have been adding to UTF in small increments. I took part in the tender and was able to oversubscribe. I've also been taking a small postion, less than .2% of my portfolio, in XLUI. It is newer, but writes calls on XLU. Currently paying a large distribution with roughly 60% ROC. We'll see how it plays out over the next year.
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