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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (1093)8/24/2022 3:25:49 PM
From: chowder1 Recommendation

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Menominee

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Re: Young Folk Portfolio ... Add On Buys

Today I put the rest of the available cash in this portfolio to work. I was focused on bringing both CTAS and LLY up to a full sized position.

I then brought PLD and TU up in size to a little more than a 3/4 sized position.

These moves were all made in the Roth account. The maximum amount allowed to be invested in 2022 has already been achieved so all further monthly cash contributions will be going into the taxable account.

Since no new cash will be deposited in the Roth for the remainder of this year, all positions in this account are on dividend reinvestment.
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