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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (1089)9/10/2022 4:53:56 PM
From: chowder1 Recommendation

Recommended By
Menominee

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Re: Old Folk Portfolio ... New Positions and Add On Buys


Primary Objective: $300,000 in annual dividend cash flows.

This portfolio is in the withdrawal phase with $4,000 in dividends being withdrawn each month.

With the excess dividends the following positions were added to:

ARCC .. 154.639 shares .. 8.61% yield
NIE .. 44.504 shares .. 8.88% yield
RFI .. 88.527 shares .. 6.70% yield
MO .. 20.022 shares .. 8.25% yield

A full position in this portfolio is $60,000.

This brings these positions up in size to the following:

MO ...... $100,602
ARCC .. $47,605
RFI ...... $43,555
NIE ...... $19,603

All CEF's in this account are set up on dividend reinvestment, all other dividends are collected in cash and invested selectively.

The annual dividend cash flow is currently at $282,537.
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