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Mar 1, 2023
Portfolio Confidential
Q: I recently retired and now think that I need to take over my investment portfolio. Quite frankly, I feel that I'm not being served very well by my investment advisor. I have been considering this for a few years now, and I have developed a strategy that I think will work for me. I've put together a theoretical portfolio of 27 holdings with a combination of 12 covered call Exchange-Traded Funds (ETFs), three regular ETFs, and 12 stocks, all with a minimum six per cent...