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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (1269)11/15/2022 12:16:22 PM
From: chowder1 Recommendation

Recommended By
red cardinal

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Re: YOUNG FOLK PORTFOLIO (YFP) WEEKLY UPDATE ... 11-7 to 11-11

The YFP consists of a Taxable and Roth account. All dividends for companies in the Roth account are on dividend reinvestment. Dividends in the Taxable account are reinvested selectively.

Taxable Account: Dividends received this week.

DE .. $29.48
MA .. $12.34

The following purchases were made:

Company -- Position Size

D - 1 share @ $63.29

Dividend Increase:

APD .. 20%
--------------------------------------

Roth Account: Dividends received this week:

COST .. $11.71
... reinvested .. 0.023 shares

The following purchases were made:

TU .. 1 share @ $21.16

Dividend Increase:

DHI .. 11%
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