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

To: ontherancocas who wrote (577)	12/5/2021 7:37:23 PM
From: chowder	Read Replies (1) \| Respond to of 21981

I could support the idea of spreading it out among 8 funds.

To: ontherancocas who wrote (577)	12/5/2021 9:19:53 PM
From: Don01022	Read Replies (1) \| Respond to of 21981

This is just my thoughts. If your 4 funds each are a 4% position, I would say it depends on how you feel about those funds. Are they high quality? Do they accomplish what you want from them? Is your portfolio diversified enough? I, for example, have 58 holdings; of which, I have 19 CEFs. My 2 largest are UTG and PTY which are 4.8% and 4.6% respectively. The majority of the CEFs are 1% or less each of my portfolio. UTG and PTY will probably be trimmed a little after the first when I "rebalance" the portfolio. My CEFs represent about 23% of the portfolio. This works for me. You need to do whatever you feel comfortable with.

To: ontherancocas who wrote (577)	12/6/2021 12:25:08 AM
From: chowder	1 Recommendation Recommended By Menominee Read Replies (3) \| Respond to of 21981

Re: Middle Age Portfolio -- CEF's The MAP has 14 CEF's, they represent 22.2% of the portfolio value and represent 36.8% of the portfolio income, so they do have a significant impact on income flows. The largest holding is DNP and it represents 2.8% of the portfolio value. The breakdown is as follows: DNP .. 2.8% UTG .. 2.6% ASG .. 2.2% ETV .. 2.1% EVG .. 1.8% QQQX .. 1.7% RNP .. 1.6% BST .. 1.6% EOS .. 1.3% BTO .. 1.1% PCI .. 1.1% GOF .. 0.9% AIO .. 0.7% I do expect to add to GOFF and AIO in the near future but for now I don't want CEF's to represent more than 25% of the portfolio. Once I get it finalized, I'll let it do what it's going to do and place my focus elsewhere.