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Green's Portfolio: Focus On Utilities In July-August 2023 - Seeking Alpha

The allocation of investment in my Green's portfolio changed during July-August, as always, but during this period I emphasized stocks and funds in the Utilities sector. About 37% of new investment was added to 10 Utilities stocks and 4 CEFs with high Utilities exposure. I did this by deploying some of my cash reserve and profits from trades this year. Utilities has been the worst-performing sector over the past year, and I view this as an opportunity to open/add to positions for trading when the sector rebounds. In the meanwhile, I will earn dividends as I focus mostly on well-known, dividend-paying stocks in the S&P 500 index.

seekingalpha.com     Sep 05, 2023