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Alex Koch's avatar

Hi WealthyReadings, you currently have three savvy trader portfolios. Just wanted to confirm if all of these are still in use, or the swing trade one has been converted to profit maxi. Thanks!

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stocksmadesimple's avatar

Greetings. I wonder if you're involved in any CEF's, or CLO's - most popular are CLM, CRF, and they offer DRIP at NAV at 15-30% discounts. Unfortunately, EU brokers do not offer that drip, as far as I'm aware. I'm on ibkr, and they also do not offer this special drip. Funds are 18-21% dividend payers, on top of the drip at nav, and have been around since the 80s. Just wondering if you'd consider them in the buy and hold. Thanks.

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WealthyReadings's avatar

Hey, no, I do not do any of that. I focus on the fundamentals not on the type of stock, funds or else. If I find those interesting at one point I have no reasons to ignore them.

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WealthyReadings's avatar

Hey! I will soon delete the one called "active portfolio" and will only keep "active" for swings and buy & hold for long term positions.

Links are good here.

https://open.substack.com/pub/wealthyreadings/p/portfolio-modifications-05122025?utm_source=share&utm_medium=android&r=2myeku

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