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

To: chowder who wrote (25028)	1/12/2026 11:17:03 AM
From: Haz21	2 Recommendations Recommended By chowder livwell Respond to of 25803

I'm not expecting much in the area of capital gains, but the income is steady and reliable. VZ also adds ballast when the market is correcting, I needed some stocks like that. Any snow up there? Thanks for the reply Chowder. The depth of snow has been up and down with some warm temps and rain. But I heard that over the holidays we got more than 40" of snow accumulation-so that was a bit of a mess and the city was shut-down at one point. I intend to keep a few of these steady-eddy's, like you, for steady income and ballast. I think my mistake was no paying enough attention to when others recognized some of these companies were up against hard times. I now pay more attention to the nice people here!! Thanks All! I plan to make some significant changes to our portfolios in order to focus higher yielding assets into accounts that I can get at and keep the higher growth assets in accounts that can't be accessed for 5 years. I want to do this in order to supplement an anticipated lower income. The breakdown in Retirement savings accounts are as follows: Tax Free Account - 20%... highest yielding assets Tax Deferred - 47% ....mid yielding assets Locked in for 5 more years - 33% ....high growth As some of my research, I plan to re-review your public portfolios as I think one could argue each one fits the categories I've identified above. Andy