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


To: SeeksQuality who wrote (7784)8/9/2024 1:43:40 PM
From: chowder5 Recommendations

Recommended By
Gordon Gekko 23
Menominee
MinionMom&MarineWife
SeeksQuality
Tam3262

  Read Replies (2) | Respond to of 22060
 
Re: If you were to construct a portfolio with a 7.5% yield point, what would it look like?

I would have to see the actual holdings and their position size before I could come up with a plan.

If we were using the Older Folk Portfolio for a template, I would start selling the equities like PG, AVGO, HD, etc. and put half of the proceeds into something like SCHD and the other half into CEF's. This would bring the portfolio yield up in size from 7.05% where it sits currently.