Hi Tom, re- "Ultimate Income Portfolio"
Great article... I would drop the covered call idea and the foreign investments and lean on the junk and the reits a few % points more to make up that 1.6% extra he got in yield. Economy okay here so junk should be fine, plus I'm not into foreign investing and taking the currency risks with no extra yields... I suppose there's a thousand ways to construct a portfolio like that, using the etf's was smart... I'd also look at the discounts available over at CEFA(Closed End Fund Association) if I construct something similar... I noticed he used no high yield minis getting 4-5% right now, more leveraged, in his portfolio... That would kick in a fed tax free yield for that portion... Best regards, Ken
Profit from your ideas!
