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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (1612)	11/14/2023 2:39:27 PM
From: chowder	of 21804

The mid-month cash contribution hit the Young Folk Portfolio today in the amount of $400. The cash was invested accordingly: APD .. $150 SHW .. $50 SMH .. $100 SPY .. $100 This was done in the Roth account and APD and SHW were the two smallest holdings with regard to market value, so I wanted to add to them and build these positions up with the others. SMH I want to represent 10% of the portfolio. SPY I want to represent 25% of the portfolio. I now have SMH where it represents 7.3% of the portfolio value and is the second largest position by market value. I now have SPY where it represents 8.0% of the portfolio value and is the largest position by market value. SPY is still a long way from where I want it to be but in January I plan on selling NSC and SYY and adding all of the proceeds from that sale into SPY, so it will then be much closer to the market cap I am trying to generate. As of now, and the market is still trading, here is where these holdings stand after today's small add on buys. SPY ... $25,761 SMH ... $23,465 APD ... $8,457 SHW ... $8,421

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