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Strategies & Market Trends : Young and Older Folk Portfolio
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From: chowder12/11/2025 1:06:36 PM
2 Recommendations

Recommended By
Markbn
Menominee

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Re: Retirement Portfolio ...

I didn't have much in the terms of dividends to work with today in this account, but what little bit I did have, I went all in on utilities.

I added to the following:

AEP .. CEG .. XEL.

YTD the utility sector benchmark I use is XLU and it has underperformed the market YTD. The three companies I have added to have outperformed both their benchmark and the S&P 500.

CEG has been outstanding and I hope that outperformance continues in 2026.

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