2min chapter

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Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023

Hedgeye Podcasts

CHAPTER

The Taxable Equivalent Yield Is 717 and the Fund Looks Decent for Me

The taxable equivalent yield is 717. Markets were being very choosy, so you didn't have a lot of speculative deals coming out. I think that when we get the labor shock and rates drop, I will probably dump this at maybe $26 a share. We'll just kind of have to see where it plays out.

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