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


To: QTI on SI who wrote (18960)7/30/2025 6:49:47 PM
From: Steve Mac1 Recommendation

Recommended By
QTI on SI

  Read Replies (1) | Respond to of 21942
 
Re: THW and "I wasn't thinking clearly when I bought these two very high yielding funds :)"

QQQI actually has a higher yield than THW, so perhaps I haven't learned my lesson yet. OTOH, my CEF positions were all relatively small with the exception of UTG and BUI. So the QQQI position isn't going to get me in too much trouble. This is in an account that also holds SCHG and XLK, so this "experiment" is an attempt to get additional tech exposure with an income kicker.



To: QTI on SI who wrote (18960)7/30/2025 8:25:35 PM
From: jritz01 Recommendation

Recommended By
Steve Mac

  Read Replies (2) | Respond to of 21942
 
RE: THQ, THW, HQH, BME

None of the healthcare funds have earned their distributions since 2021. I buy and sell most CEF positions, I got back into them in March 2024 and sold last May. Overall the positions have been profitable, but those last trades were losers. I'm only hanging on to BME which is a longer-term hold and that position is much smaller from the TOs in the last year or so.

Healthcare funds will have their day in the sun, but I don't see it in the near future.