Young and Older Folk Portfolio Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Young and Older Folk Portfolio

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: chowder who wrote (1042)	8/10/2022 2:45:56 PM
From: chowder	1 Recommendation Recommended By Menominee of 21863

Re: Young Folk Portfolio ... Add On Buys A week or so ago I stated that I had sold BMO and intended on investing those proceeds elsewhere. The proceeds from that sale came out to a little over $3,600. This was in a taxable account. I then moved $3,000 of that over to the Roth IRA and that maximizes this year's contributions into the Roth. All further monthly cash contributions now have to go into the taxable account for the remainder of the year. In this portfolio a full position is $4,000. I decided I wanted to add to each of the positions below that full position threshold. I added small amounts to each of the following positions. I added 1 share to each of the following: AWK .. AMGN .. STE .. HSY .. TSCO .. SYK .. APD .. SPGI .. AVGO. I added 2 shares to MKC .. 7 shares to RYLD .. 14 shares to XYLD .. 15 shares to TU. Since I was making such small purchases, I didn't pay attention to valuations. The goal was simply to try and build each of these positions up in size where they eventually become full positions.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next