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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (528)	12/5/2021 11:47:20 AM
From: Secret Recipe	Read Replies (1) \| Respond to of 21788

@Chowder, Regarding concerns heading into 2022 with possible inflation and the Fed tapering back their bond purchases, both causing bond price to fall in value, what is your plan regarding the Old Folk Portfolio that is loaded with CEFs heavy in bonds?

To: chowder who wrote (528)	4/8/2022 8:51:32 AM
From: CrabbyTurtle	Read Replies (1) \| Respond to of 21788

Re: HIGH YIELD PORTFOLIO ... This portfolio was set up for an older folk. Good Morning Chowder, Not that you have a lot going on (Ha!) but I was looking at this portfolio from several months back. If you have time and are so inclined, would you mind looking it over again and see if your recommendations have changed? This is very nearly what I am planning to do in the next 30-60 days. In the interim, I reworked it a little to add some safer (per SSD) names to list, and remove a few names that I am not as familiar or comfortable with. I wanted to see how comfortable I would be designing this on my own. Would be curious to hear your thoughts: Per SSD: Dividend Yield: 6.28% Dividend Growth: 4.3% (last 5 years) Chowder Number: 10.58 Beta: 0.74 Holdings: 31 Company -- % of Portfolio TROW 4.10% AMGN 4.00% ASG 3.70% MO 3.60% KMB 3.60% HTD 3.60% PRU 3.60% ETO 3.60% THQ 3.60% UTG 3.60% RQI 3.60% SPE 3.60% AIO 3.60% EVG 3.50% DNP 3.50% CSQ 3.50% UGI 3.50% BME 3.50% BST 3.50% BMEZ 3.50% VZ 3.50% THW 3.20% PDI 2.90% BSTZ 2.70% WPC 2.20% GD 2.20% HD 2.20% APD 2.20% TXN 2.20% QYLD 2.20% SNA 2.00% Thank you sir!