
EPS 145 -First Quarter Earnings 2023
Dividend Talk
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T.S. Forgot to Mention if You Could Review Your Target Portfolio Allocation
I think you missed one sentence in his piece where he says, T.R.S. forgot to mention if you could review my target portfolio allocation which is where I hope to be in 12 months time. And when you were talking about ETF 24% if you look in12 months time he wants that down to 6%. So I think he's acutely aware that it is overweight in his portfolio similar to Castellum. He has that at 5.72 he wants that at 0% in 12 monthstime. Now the question I think you asked him is valid why are you waiting and I think he has mentioned if they keep the dividend but that would be the big question hereWhy are you
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