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

To: jritz0 who wrote (23598)	12/15/2025 3:25:59 PM
From: macbolan	2 Recommendations Recommended By chowder jritz0 Respond to of 23639

RE: Why not just buy a REIT index that write options (IYRI) That's a great idea. I had recently swapped out of RFI and into IYRI in another account, I may do that same thing here with SPG. I hold SPG primarily for income, but it currently has a 19% gain so I could convert in a little alpha for Income. Its in an IRA so no tax consequences.

To: jritz0 who wrote (23598)	12/15/2025 4:39:00 PM
From: macbolan	3 Recommendations Recommended By chowder jritz0 livwell Read Replies (1) \| Respond to of 23639

I think i have a plan for the morning. I added the IYRI position in a Taxable account, as a replacement for RFI. I'm going to sell the SPG position in an IRA and replace it with IYRI (the SPG position is like 4 times the size of the IYRI/RFI position in the taxable). Then I will sell the smaller IYRI position in the Taxable and add to the conventional equity positions there that are qualified in the Taxable account. With that I put the REITs where they belong, in an IRA, and I can add to some already existing positions. Just got the SSD Special Dividend notification about ORI where they calculate the amount to expect....wow...it's a nice New Years present.