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

To: chowder who wrote (911)	4/12/2022 6:28:46 PM
From: casualguru	Read Replies (1) \| Respond to of 21895

Hi Chowder - I'm curious how much, if any, of these assets are in funds for a taxable account vs IRA/Roth as you continue to reconfigure this portfolio.

To: chowder who wrote (911)	4/13/2022 6:11:13 AM
From: Secret Recipe	Read Replies (1) \| Respond to of 21895

Chowder, I understand the de-leveraging you implement, but why did you kept CSQ, PTY, which have very higher leverage than anything you just sold and I am not mentioning some of OFP Muni Cefs that also have pretty high leverage.

To: chowder who wrote (911)	4/13/2022 8:25:22 AM
From: 389190	1 Recommendation Recommended By Larz60 Read Replies (1) \| Respond to of 21895

I am confused about the JRO sale you just posted this recently , what changed "Good question. I expect the floating rate funds to perform in an environment of rising interest rates. Thus, since this sector is expected to do well, I want to use leverage in an up cycle and sell it in a down cycle."

To: chowder who wrote (911)	4/13/2022 8:41:14 AM
From: Don01022	Read Replies (1) \| Respond to of 21895

I was just wondering what if any CEFs you plan to keep. I recently sold off PTY and GLO. Right now the only oned I plan to keep are RNP and UTG. Thanks