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  • I'm reaching for yield in my FI funds, in Junk, rather than EM. The latter does not offer a yield that matches domestic Junk. Back during the '08 Financial Crash, I was getting 7% in EM bonds. I'm at about 7% yield combined, in PRCPX and TUHYX these days. PRWCX and PRCFX also hold a variety of bonds. Also, wife holds BALFX in IRA--- another balanced fund.
  • In the IRA. Sold a small "starter" position in DGRW now that it is in the green after I bought it last November. I am now around 6-7% equity in the IRA.

    Bought FLTR and CBUDX to equal about 6-7% each of the portfolio.

    I am eyeballing FSLD, otherwise the bond lineup is FGUSX, BUBIX, CBLDX, BBBMX, FLTR, CBUDX. At the present time I don't see any reason to get into longer duration bond funds.

    At the present time I don't expect to need to take money out of the IRA until 2029, or April 1 of 2030. So there is still time to get back into equities if conditions look good to me. At present, they don't. Too much exogenous volatility generated by political policies.
  • Started nibbling on IXJ today - Global Health Care ETF

    Pharma is way out of favor. RFK Jr. might even help to provide some opportunities in this sector. He cray-cray.
  • Initiated a position in SOR, a moderately conservative global allocation CEF managed by the same team as FPACX. At a 5% discount and 5.7% distribution, the quarterly discussions reflect a bit more aggressive posturing than FPACX, particularly with a FI position in private credit.

    We shall see.
  • PRESSmUP said:

    Initiated a position in SOR, a moderately conservative global allocation CEF managed by the same team as FPACX. At a 5% discount and 5.7% distribution, the quarterly discussions reflect a bit more aggressive posturing than FPACX, particularly with a FI position in private credit.

    We shall see.

    Using up some of the dry powder you mentioned yesterday? :)

    Well. My IRA still has toe in equity in case I'm wrong.
  • edited August 6
    PRESSmUP said:

    Initiated a position in SOR.

    WABAC said:

    My IRA still has toe in equity ...

    SOR toe? :)

    Thanks for the tip @PRESSmUP - I’ll add SOR to my CEF bench and start following it.

  • Sold a few shares of Apple in Coverdell education account on pop today from new manufacturing announcement.
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