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Strategies & Market Trends : Young and Older Folk Portfolio
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To: Smart_Asset who wrote (23445)12/11/2025 2:19:03 PM
From: chowder5 Recommendations

Recommended By
jritz0
livwell
Markbn
Menominee
Smart_Asset

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Re: Utilities .. I suppose it's just as valid to choose based on share appreciation.

Almost all of our utilities are purchased for yield, and we have several utility CEF's to help provide Alpha income.

Since we have considerable exposure to utilities, I figured why not try to identify a company or two that would help with capital growth. After all, the portfolios holding utility exposure are using and Income & Growth strategy.

Income - Priority Objective ... Growth - Secondary Objective.

Hence CEG.
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