Ron's portfolio in retirement

[fenders53]

(02-12-2022, 09:24 AM)rnsmth Wrote:

(02-12-2022, 09:13 AM)fenders53 Wrote: If you are going to sell UTEs, sooner is probably better than later.   They are finally starting to struggle with coming interest rate hikes,

I am not going to sell utes.  I am talking about trimming one ute back to full weight while taking some profits from it.  

Utes will be, as they have in past rising rate envirnoments, just fine AND still defensive.  I will keep a high allocation to them and doubt that any of mine will cut their dividends.  No good reason to engage in wholesale selling of Utility companies.

I don't think I suggested that.  You said you were selling some SO.  That's why I commented.  I'd do it soon.  I am about the biggest fan of utilities you will ever find.