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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (1533)5/31/2023 12:53:35 PM
From: chowder2 Recommendations

Recommended By
Markbn
red cardinal

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Young Folk Portfolio ... Purchases

A $200 contribution was made in the Roth Ira today and with the proceeds I have continue to build the real estate portion of the portfolio.

ARE - 1 share
VICI - 3 shares

This brings them up in value to:

ARE ... $3,257
VICI ... $3,449

There was enough cash in the taxable account from the partial shares resulting from the TGT sell a week ago and the following was purchased:

SYY - 1 share

This brings SYY up in value to $10,011

A full position in the taxable account is $10,000. -- A full position in the Roth is $5,000.
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