Month: January 2026
The Shake Up
Well… I did it. I liquidated my entire portfolio except for DIVO, then consolidated and simplified everything. I optimized for tax efficiency so that my real return at the end of the year is higher. Here’s where I landed. TICKER ALLOCATION MUNY 25% DGRW 18% DIVO 20% IDVO 20% QQQI 17% I did as much…