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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (1694)4/1/2024 12:14:38 PM
From: chowder   of 21774
 
Re: Young Folk Portfolio ....

Today I put all remaining cash to work in both the Taxable Account and the Roth IRA.

In the Taxable Account I added to the following:

SPY ..... $2k
XLK ..... $2k
DE ....... $1K
HD ....... $1K
MSFT .. $1K

In the Roth IRA I added to the following:

DHI ... $150
SPY ... $50
SHW .. $25

SPY is the only holding I have in both accounts. Together they account for 14% of the portfolio value. I eventually plan on it representing more than 20-25% of the portfolio value.

I will do an update tomorrow on this portfolio.
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