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Strategies & Market Trends : Young and Older Folk Portfolio
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From: chowder2/22/2022 2:39:28 PM
3 Recommendations

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INCOGNIT0$
MinionMom&MarineWife
red cardinal

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Re: Young Folk Portfolio ... Portfolio Adjustments.

As I had commented on yesterday, the YFP had grown to a point where there were too many positions in the portfolio based on what is available to invest every month. The portfolio had 81 holdings and when you only have a $600 per month cash contribution and some dividends, it's tough to grow positions in size, there were just too many small positions and I decided to clear that up.

Here is a list of what was sold, and it's more than I stated yesterday.

UNP .. LOW .. AWR .. BIP .. BLL .. LSI .. TTC .. BMI .. CE .. SNA .. LYB .. CL .. SJM .. DLR .. TSN .. LII .. CCI .. POOL .. UNH.

I added two new companies; GOOGL AND KLAC. A full position in this portfolio is $4K and I bought 2 shares of GOOGL so that's in excess of $5K making GOOGL and overweight position. I bought a 3/4 sized position in KLAC.

I brought a few positions up to full positions and I brought many positions up to a 1/2 sized position. Every holding is now at least a 1/2 sized position.

Here is a list of what was added to today:

APD .. SHW .. TMO .. O .. COST .. ASG .. ANTM .. PG .. MSFT .. MS .. TSCO .. LLY .. SYK .. CTAS .. SPGI .. STE .. TXN.

I will have to do a new update for the YFP. I will get to it at my earliest convenience.
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