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

To: ALinVA who wrote (20730)	9/29/2025 6:57:21 PM
From: Just Fine	7 Recommendations Recommended By chowder dan1944 Markbn Tam3262 TeamTina and 2 more members Respond to of 21810

I’m sitting tight on my PEP. Good capital gains. I see a tough environment right now, but nothing fundamentally wrong with the business - I expect them to adapt. Stocks fall out of favor and take a rest, in my opinion.

To: ALinVA who wrote (20730)	9/30/2025 11:59:51 AM
From: chowder	1 Recommendation Recommended By agniv Read Replies (1) \| Respond to of 21810

I actually added a little more PEP today. I'm treating it like the old fashioned DRIP programs. I add a couple of hundred dollars to the holding every month.

To: ALinVA who wrote (20730)	9/30/2025 6:55:56 PM
From: tdanzig	2 Recommendations Recommended By Fireball Dividend Waitress Read Replies (3) \| Respond to of 21810

RE: Thinking of selling all of my PEP, seems to be going nowhere since I bought it in January. May also sell most of MRK, seems to be going nowhere in last 3 years, Thoughts? Don't confuse stock price performance with company/business performance. A stock's price can languish for quite a while while the business performs well. My $0.02 anyway.

To: ALinVA who wrote (20730)	9/30/2025 7:39:21 PM
From: ChillyWillie	Respond to of 21810

RE:PEP Just sold 10/10 $141 calls with a $3.24 premium. Another way to look at it. Bill

To: ALinVA who wrote (20730)	9/30/2025 8:43:32 PM
From: mykesc2020	6 Recommendations Recommended By dan1944 Markbn Steve Mac Tam3262 ToNinja and 1 more member Respond to of 21810

RE: PEP Seems like all I talk about these days are CEFs, BDCs, some ETFs I am building up, but the truth of it is: My CEF basket is 6.4% of my equity portfolio, BDCs, 4.9% and my ETFs 2.7%, so they are really on the fridges for me. I've backed off on BDC's for a while, I want to get CEFs to 10% and I am playing it by ear with ETFs. However the rest of my portfolio is sort of the "standard" or tried-in-true DGI types. I consider that the "core", or foundation. PEP is in that category, so is KO, MO, JNJ, PG, etc. I like them in the foundation because there is really not much to do. Not much to think about. Everybody knows what PEP and KO do. They can be counted upon to pay the dividend and even increase it each year which is a major goal for most DGI-ers, and certainly me. Now I didnt buy PEP or KO in January, I've owned them for a while. TR PEP 60%, TR KO 124%. PEP yield 4%, last 3 increases, 5.1%, 7.1% and 10%. KO yield 3.1%, with the last 3 increases above 5% a smidge. Those are the kinds of companies I want in my foundation, so I can fool around on the fringes with CEFs, BDCs, and ETFs. Thats just my take, but our histories with PEP are different so I can understand being frustrated in the short term.