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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (1692)3/26/2024 3:26:49 PM
From: chowder1 Recommendation

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Menominee

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Re: Young Folk Portfolio ...

Today, in the Roth IRA, I sold SPGI for a 10% gain. SPGI was the weakest performing holding in this portfolio, and I've been selling weakness to add to strength.

With the proceeds from SPGI, I added to the following:

SPY .... $4K
SMH ... $2K
CAT .... $1K
DHI ..... $1K
PH ...... $1K
SHW ... $1K
CTAS .. $760

I still had the proceeds in the Taxable Account from the sale of ACN this past Friday. I did put some of that to work today, the rest I will invest on Monday. Today I added to the following:

SPY ... $4K
XLK ... $2K

This brings the holdings up in value where they represent the following % of the portfolio:

SPY ..... 13.7%
SMH ..... 9.7%
XLK ...... 7.4%

DHI ..... 4.5%
CAT .... 4.0%
PH ...... 3.8%
SHW ... 3.6%
CTAS .. 3.4%
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