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


To: jritz0 who wrote (8005)8/13/2024 9:06:13 AM
From: absolutely1 Recommendation

Recommended By
Tam3262

  Read Replies (1) | Respond to of 23796
 
I just wanted to comment that list is amazing & good list. I will make a copy & definitely digest. I can't offer any suggestions, not enough experience. . I have my own list going...very small purchases to start @ 5 shares. I had 23 stocks, 9 BDC's ( did cut back). Increasing CEF list & is up to 40. Goal diversed, very small allocations, focusing on, in order, Utilities, Real Estate, Financials, Tech and Healthcare.

Thanks to all for your input.



To: jritz0 who wrote (8005)8/13/2024 1:27:14 PM
From: Diddywahdiddy1 Recommendation

Recommended By
jritz0

  Respond to of 23796
 
You are correct. I have a much larger position of JEPI in the NP Acct as compared to the JtTn taxable account. I occasionally lose my train of thought but caught myself before too much JEPI was added to the taxable account. I shall let it ride for now. Thanks for pointing that out.
Best,
DWD