SELLING FROM NINJA AND KEEPING IN DIVIDEND PFOLIO - 10% DIV CONFIRMED
Rudy & Rooster
· Rooster Global Portfolio Mastery Club
· August 20, 2026 at 03:01
| Read on Substack ↗
Summary
The manager is de-risking: the 'Ninja' sleeve is being sold down while the dividend portfolio is kept, with a 10% dividend confirmed. That implies capital is rotating toward income and away from higher-risk positions, although the visible text contains no specific securities to trade.
•The headline explicitly says 'SELLING FROM NINJA' — a reduction in the 'Ninja' sleeve — while 'KEEPING IN DIVIDEND PFOLIO' indicates the dividend sleeve remains held.
•'10% DIV CONFIRMED' is the only numerical claim in the visible text; the article provides no breakdown of which holdings generate that dividend.
•No tickers, prices, share counts, or option structures appear anywhere in the available newsletter text.