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


To: chowder who wrote (5787)6/30/2024 9:13:12 AM
From: jritz01 Recommendation

Recommended By
chowder

  Respond to of 21937
 
"I placed it in a tax-deferred account so that I don't have to worry about capital gains tax should I trim or sell down the road if the position is profitable."

Very smart move.




To: chowder who wrote (5787)6/30/2024 9:50:03 AM
From: R.Daneel.Olivaw6 Recommendations

Recommended By
ddbpaso
iagt
macbolan
Markbn
sootg

and 1 more member

  Read Replies (2) | Respond to of 21937
 
Great discussion, even though I do not invest this way.
I miss the DGI talk but I believe most of us are just playing around the edges right now.

I can see 70 coming and I am 60% defensive:
80% DGI stocks
10% Fixed Income
5% CEFs
5% Speculative