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Roger Nusbaum » Comments » CVY

  • Questioning The Given on Dividend ETFs and Other Income-Oriented Investments [View article]
    I am a huge dividend ETF fan, huge. Mentally I have backed up the truck but only mentally. I build portfolios by sector so I really don't use broad-based products too often un less the account is very small.

    I mostly use common stocks but use DKA for just about all clients for 1/3 of the energy exposure and DNH for a few folks as a proxy for the financial sector.

    The call writing fund that I use most widely is BOE w/at most a 4% portfolio weight but most own it at a 3% weight. Circumstantially there are three clients with MCN.

    Thank you
    Jul 20 11:20 am |Rating: 0 0 |Link to Comment
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