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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (1535)6/14/2023 4:52:02 PM
From: chowder2 Recommendations

Recommended By
Markbn
red cardinal

   of 21740
 
Re: Young Folk Portfolio ... Portfolio Adjustments

Today the mid-month cash contribution hit the account and with that I trimmed a few shares and spread the proceeds around to bring positions closer together in value as I try to equal weight positions.

I sold $2,000 worth of shares in both LSI and PLD.

The proceeds of those shares, along with the mid-month cash contribution were invested in:

ARE .. ESS .. MAA .. VICI.

The goal this year has been to build the REIT portion of the portfolio and this theme prevailed this week. I have wanted to build the real estate exposure up to 15% of the portfolio value and with these moves the real estate exposure sits exactly at 15% if you count DHI (a homebuilder) which I do include as part of the real estate exposure.

That portion of the portfolio is now as follows:

O ........ $7,612
DHI .... $6,654
LSI ..... $5,585
PLD ... $5,127
MAA .. $4,796
ARE .. $4,747
ESS .. $4,689
VICI .. $4,622
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