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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (1412)1/3/2023 4:23:59 PM
From: chowder1 Recommendation

Recommended By
Tam3262

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Re: Older Folk Portfolio ... Add On Buys

Under the current condition of the market, I continue to buy small, but buy often, and in this case buying small is $1,000 lot sizes.

The following positions were added to today:

EQUITIES:

ABT - 9.108 shares @ $111.00
BEP - 39.463 shares @ $25.50
BTI - 25.013 shares @ $40.32
CVS - 10.731 shares @ $91.72
D - 16.308 shares @ $61.32
ENB - 25.575 shares @ $38.90
GD - 4.03 shares @ $247.85
JNJ - 5.661 shares @ $176.16
SJM - 6.311 shares @ $158.08
TSCO - 4.445 shares @ $225.39

CEF'S:

IDE - 109.051 shares @ $9.20
NIE - 54.855 shares @ $18.39
TYG - 31.476 shares @ $31.67
UTF - 41.684 shares @ $24.22

CURRENT POSITION SIZES WITH TODAY'S ADD ONS:

ABT ...... $71,032
BEP ...... $30,212
BTI ....... $45,141
CVS ..... $43,783
D .......... $61,229
ENB ..... $53,767
GD ....... $41,056
JNJ ...... $78,533
SJM ..... $53,449
TSCO .. $32,510

IDE ... $34,788
NIE ... $17,974
TYG .. $32,147
UTF .. $33,189

All of these purchases are a result of dividends hitting the account. Over $30,000 in dividends were paid in December.
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