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Strategies & Market Trends : Young and Older Folk Portfolio

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To: QTI on SI who wrote (23979)12/24/2025 7:52:29 PM
From: mykesc20202 Recommendations

Recommended By
bootss@cat
QTI on SI

   of 23988
 
Nice!

I own 3 Tier 1, UTG, DNP & BME
I own 3 Tier 2, ERH, EOS, CSQ
Tier 3, just AIO
I own 4 Tier 4, PDI, NBXG, ASGI, BUI.

I am not concerned with PDI's premium (which is much lower than "normal" or distribution growth. A near 15% distribution and never having to reduce it since 2012 lets me feel ok to ride it. I never owned it back when those massive premiums were in place so I will just hunker down and watch it throw me money.

I feel the same about BUI, outstanding dividend track record.

However, I will note, I am not a "swapper" of CEFs generally. I will do it, but it's very sparingly. I have completely sold out of CEFs and added others, but it's rare for me to swap or trim.

BDCs the same way mostly.

I know that's probably not optimal for TR, but it's really all about the income for me.

Thanks for adding GOF and I love these summaries, I just dont always respond, but try to always recommend.
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