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I have been thinking of rolling out of one of the six funds in my domestic equity sleeve found in the growth & income area of my portfolio and replacing it with TWEIX. Although it has performed well, of late in downdrafts, it's yield is on the low side for me for a growth & income fund. With this, I am still pondering of what to do. I do like this fund a lot and might add it, in another sleeve, as a ballast equity holding once I decide to increase my equity allocation sometime in the future.
Comments
I have been thinking of rolling out of one of the six funds in my domestic equity sleeve found in the growth & income area of my portfolio and replacing it with TWEIX. Although it has performed well, of late in downdrafts, it's yield is on the low side for me for a growth & income fund. With this, I am still pondering of what to do. I do like this fund a lot and might add it, in another sleeve, as a ballast equity holding once I decide to increase my equity allocation sometime in the future.
Regards- OJ