06-30-2021, 01:51 PM
AEP is too cheap to sell any here and it will trim itself when I sell covered calls on the eventual run. DIV is very good in the meantime. SOXX is about #30. It would be much higher if I didn't already own TSM, AVGO and QQQ. No DFEN ever. My MIL Defense stocks are also intended to be a defensive part of my port. When I want to play options I will be in charge. I don't need an ETF.