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Strategies & Market Trends : Young and Older Folk Portfolio

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To: ontherancocas who wrote (406)10/30/2021 8:15:54 AM
From: chowder   of 21803
 
ABBV is already more than a full position in both the Old Folk and Middle Age Portfolios. It is the second largest holding in the Old Folk Portfolio, the third largest position in the Middle Age Portfolio.

ABBV is one of the smallest positions in the Young Folk Portfolio and I do want to add to it but I am unable to at this time. ABBV is in the Roth Ira and it has already been maxed out for 2021. I'll have to wait until January before I can add to it. Meanwhile, I do have it on dividend reinvestment.
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