google.com, pub-2431335701173086, DIRECT, f08c47fec0942fa0 September 2019 - MarchéEconomics

September 10, 2019

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September Stock and Fund Picks

The new dovish Fed posture requires some adjustment among income funds in my suggested portfolio of monthly paying stocks and funds (the last one is from the August post). REITS and bond funs with longer duration tend to outperform when short rates are lowered. Floating rate funds, on the other hand, have performed worse. Also, MLPs have continued to flounder. Adjust your weighting accordingly. New income funds added to the portfolio are: GBAB (in the build America bonds category), FT…