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Good post. But I like your last sentence best: Although I’m also beginning to wonder if a compromise –-BOTH the debt AND the common of selected, div-paying industrials-- might not be the best solution.

If your sister wants a "park it and forget it portfolio"? Why not look at an all indexed ETF portfolio of stocks and bonds like this one:

50% Fixed Income
20% BND (us bonds)
20% BWX (non-us bonds)
10% PCY (em mkt bonds)

50% Equities
14% VTI (us lg stocks)
07% VBR (us sm value stocks)
14% VEU (non-us lg stocks)
07% VSS (non-us sm stocks)
08% VWO (em mkt lg stocks)

The fixed income port's yield is 3.96% and the equity port's yield is 3.25%. Thus total port's yield is 3.60%

60% of bonds and stocks are in non-US assets and 40% in US assets. 20% of the bonds are in emerging markets. 25% of the stocks are in emerging markets.

What's not to like about it?
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