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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (8)	6/1/2021 8:49:55 PM
From: chowder	2 Recommendations Recommended By INCOGNIT0$ Menominee Read Replies (2) of 21837

OLDER FOLK PORTFOLIO as of 6/1/21. Portfolio Balance: $5,980,954 Forward 12 months income: $245,947 Portfolio yield: 4.11% Holdings: 48 Beta: 0.63 Average Sized Position: $124,603 ---> Full Position Ticker ... Position Size ... Income ... % of Income SO ........ $295,501 ... $12,298 ... 5.0% O .......... $281,258 ... $11,436 ... 4.7% DUK ..... $271,473 ... $10,470 ... 4.3% VZ ........ $247,634 ... $11,024 ... 4.5% D .......... $241,992 ... $8,071 ..... 3.3% NEE ..... $206,047 ... $4,399 ..... 1.8% PTY ..... $205,535 ... $15,983 .... 6.5% T .......... $202,999 ... $14,400 .... 5.9% ----------- SRE ..... $197,838 ... $6,403 .... 2.6% JNJ ...... $192,963 ... $4,942 .... 2.0% KO ....... $187,623 ... $5,701 .... 2.3% BMO .... $178,354 ... $5,882 .... 2.4% KMB .... $173,312 ... $6,078 .... 2.5% ETO .... $172,558 ... $10.153 .. 4.1% TD ...... $170.086 ... $6,128 .... 2.5% PSA .... $168,425 ... $4,718 .... 1.9% UTG .... $162,733 .. $10,057 .. 4.1% XEL ..... $162,680 ... $4,252 ... 1.7% WPC ... $160,469 ... $8,728 ... 3.5% PG ...... $152,231 ... $3,985 ... 1.6% ABBV .. $150,209 ... $6,960 ... 2.8% ----------- DNP .... $145,917 ... $10,954 ... 4.5% PEP .... $144,485 ... $4,208 ..... 1.7% RNP .... $142,454 ... $8,029 .... 3.3% WEC ... $140,151 ... $4,085 .... 1.7% GPC .... $117,772 ... $2,906 .... 1.2% HD ...... $103,433 ... $2,158 .... 0.9% --------- TGT .... $94,772 ... $1,134 ... 0.5% UL ...... $70,237 ... $2,299 ... 0.9% GIS .... $68,641 ... $2,234 ... 0.9% NNN .. $67,645 ... $2,964 ... 1.2% ACV ... $66,320 ... $3,983 ... 1.6% AWK .. $58,465 ... $913 ...... 0.4% ABT ... $53,107 ... $903 ...... 0.4% ---------- CSQ ... $49,480 ... $3,409 ....1.4% MO ..... $44,720 ... $3,116 ....1.3% AIO ..... $43,112 ... $2,355 .. 1.0% PM ..... $40,938 ... $2,030 ... 0.8% TSN ... $40,290 ... $895 ...... 0.4% BST .... $40,021 ... $1,879 .. 0.8% ---------- BSTZ .. $39,962 .. $2,175 .. 0.9% CLX .... $39,925 .. $1.003 .. 0.4% HRL .... $39,832 .. $807 ..... 0.3% ASG ... $39,814 .. $3,090 .. 1.3% UTF ... $37,509 .. $2,412 .. 1.0% EVT ... $32,376 .. $1,987 .. 0.8% THQ .. $29,639 .. $1,707 .. 0.7% LMT ... $8,020 ... $218 ..... 0.1%

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