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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (893)4/1/2022 11:40:38 AM
From: chowder1 Recommendation

Recommended By
red cardinal

   of 21810
 
Re: Middle Age Portfolio ... Further Adjustments

Adding on to yesterday's moves, today I liquidated the position in SBUX. Again, the priority is income.

I replaced SBUX by mixing it up with a number of assets, most of them in the defensive sector whereas SBUX was in a cyclical sector.

With the proceeds of the SBUX sale, I purchased shares in:

HTD (a utility based CEF) .. D .. BIP .. TROW .. LOW .. ENB .. CVS .. MDLZ .. DG .. MS

The SBUX sale was:

Balance .. $6,526
Annual Income .. $140
Yield .. 2.16%

The add on buys will generate:

Balance .. $6,609
Annual Income .. $327 ... +133.5%
Yield .. 4.96%
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