Ron's portfolio in retirement

[rnsmth]

I said I was trimming SO back to a full weight position, and that is what I am considering after its ex-div date this Friday.  I am surrent abouty 19% utilities and that will not change by much.  That weighting does not include my position in UTG.

I regularly take some profits in selected overweight and overvalued positions.  That is AND overvalued, not OR overvalued.  I then take those proceeds and invest them in dividend growth stocks with faster dividend growth rates.  

Just routine portfolio management moves.