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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (950)5/2/2022 8:50:41 PM
From: chowder1 Recommendation

Recommended By
red cardinal

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Re: Middle Age Portfolio -- Adjustments

Several years ago I purchased shares in MSFT and ABT in order to generate enough capital gains that one day I could sell and buy assets better suited for providing income. That day has come. MSFT was up close to 200% and ABT up over 150%. I sold those positions along with DG in order to create more yield.

I added to the following positions today:

CVS .. CMI .. FDX .. NNN.

These companies are all selling at a discount to their intrinsic value.

I also add to the following CEF's in order to increase the income flows even more.

CSQ .. EXG .. HTD.

I then swapped out RNP for RQI as RNP uses leverage and RQI uses very little.
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