http://veliks.mozello.lv/ssss/seeking-alpha/official-website/ Andris Veliks - Official website http://veliks.mozello.lv/ssss/seeking-alpha/official-website/params/post/5118480/taking-profits Sat, 30 Aug 2025 20:26:00 +0000 <p> </p><header class="flex flex-col items-start justify-between" style="text-align: left; font-weight: 400; font-style: normal"><div class="flex w-full justify-between"><b><h1 class="mb-18 break-words text-6x-large-b text-share-text md:mb-16 lg:text-7x-large-b" data-test-id="post-title" style="font-weight: 700">Taking Profits For Yield And Growth With David Alton Clark</h1></b></div><div class="mb-18 flex justify-between text-medium-2-r md:mb-16 flex w-full items-center" data-test-id="post-page-meta" style="font-weight: 400"><div><span class="inline text-share-text-2 sa-line-divider sa-line-divider-mx-4" data-test-id="post-date">Aug. 28, 2025 5:00 PM ET</span><span class="inline text-share-text-2 sa-line-divider sa-line-divider-mx-4" 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6.9 6.9 0 0 1 2.74 2.12 4.93 4.93 0 0 1 0 6.05c-.68.9-1.6 1.6-2.74 2.12a8.97 8.97 0 0 1-4.68.72"></path></svg><div class="flex ml-8"><b><div class="text-medium-b text-share-link mr-4" style="font-weight: 700">Comments</div></b><div class="text-medium-r text-share-text-2" style="font-weight: 400">(8)</div></div></a></li></ul><div style="font-weight: 400; font-style: normal;" class="moze-left"><b><h2 class="mb-16 text-4x-large-b" data-test-id="article-summary-title" style="font-weight: 700">Summary</h2></b><ul class="mb-24 bbhrA"><li class="" data-test-id="article-summary-item">David Alton Clark, The Winter Warrior Investor, thinks the market is a little bit toppy with stretched valuations.</li><li class="" data-test-id="article-summary-item">Focusing on high-conviction positions, trimming the number of holdings, and reallocating gains from growth into income-producing assets for capital preservation.</li><li class="paywall-full-summary" data-test-id="article-summary-item">Favoring shorter-term bonds and select high-yield vehicles, limiting high-yield exposure to about 20% of a portfolio for proper diversification.</li></ul></div><div class="R6FbO mb-32 flex sa-text-content sa-media-content sa-table-content sa-content-helpers print:block moze-left" style="font-weight: 400; font-style: normal;"><div class="w-0 grow print:w-auto"><div><div class="T2G6W" data-test-id="content-container"><p style="font-weight: 400"></p><figure class="getty-figure" data-type="getty-image"><picture style="border: 0px solid; box-sizing: border-box; --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-pan-x: ; --tw-pan-y: ; --tw-pinch-zoom: ; --tw-scroll-snap-strictness: proximity; --tw-gradient-from-position: ; --tw-gradient-via-position: ; --tw-gradient-to-position: ; --tw-ordinal: ; --tw-slashed-zero: ; --tw-numeric-figure: ; --tw-numeric-spacing: ; 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