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

To: chowder who wrote (569)	12/5/2021 2:32:39 PM
From: garygr	1 Recommendation Recommended By suncoaster Read Replies (1) \| Respond to of 21802

RE: Middle Age Portfolio #569 Reply "As far as losing capital, that's not something we can focus on as we have no control over that, I can control the income level and as long as the income is there, we can be patient and wait for those capital losses to turn back into capital gains." One week returns Middle Age Portfolio were -0.47 vs. -2.03 for VTI (Vanguard Total Stock Market) MAP held up with a terrible week. 55-59---Middle Age Now it's really set in------I never really considered myself old, but maybe it's time to face reality I'm a young 73---lol

To: chowder who wrote (569)	12/5/2021 2:36:59 PM
From: Top Of The World Ma	1 Recommendation Recommended By INCOGNIT0$ Read Replies (1) \| Respond to of 21802

Re: Middle Age Portfolio The age of the individual falls right in line with my own as I had suspected. Obviously the CEF's are paramount to the income targets. How are you using the income the CEF's generate? Are they reinvested back into the CEF's or used to build other positions within the portfolio? While I understand the basic concept of what a CEF is, knowing what the fund holds and how it's managed, what I don't know is, are the distributions from CEF's relatively consistent on income produced? I know they may vary from quarter to quarter so I guess my question is do the dividends paid from quarter to quarter from a CEF vary greatly from one quarter to the next?

To: chowder who wrote (569)	12/6/2021 9:35:29 AM
From: CrabbyTurtle	Read Replies (1) \| Respond to of 21802

Good Morning Chowder, If I am following along correctly (relatively new here), for the OF portfolio, and MA portfolio as well, you focused primarily on reaching the income targets first, perhaps with a focus on CEF's, before you starting looking into div growth and total return potential? I ask because I am still working on getting the income levels up to where they need to be; haven't met the minimum requirements yet. Also, way back when you were posting on SA and starting the YF portfolio, you mentioned calculating that you needed something along the lines of 8-9% CAGR to meet the target income goals. Was there a particular calculator or tool you used to determine that you could point me (us) to? Thanks in advance!