Young and Older Folk Portfolio Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Young and Older Folk Portfolio

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

red cardinal

To: chowder who wrote (469)	11/19/2021 12:40:20 PM
From: chowder	1 Recommendation Read Replies (1) of 21917

Re: Middle Age Portfolio ... Additional Moves. In keeping with the spirit I explained last night, one of the tasks a portfolio manager needs to do is to rebalance positions on occasion and see where they stand in regard to other positions. Sometimes profits need to be taken before the market takes them from us. Sometimes under-performers need to be replaced, and other times some positions get much larger than the other holdings and need to be brought back down in size while building the others up in size. The key here is that you don't want too much exposure to any one income producing asset so that you can manage the income flows better both from upside and downside forces. With this in mind today I liquidated the rest of the KO position. I also trimmed another 19 shares of PEP. The objective I am trying to achieve is to maintain or increase the portfolio yield while at the same time increase the organic dividend growth rate. With the proceeds from the KO sale and the trimmed shares of PEP, I added to the following positions: ASG .. BIP .. BTO .. DLR .. EOS .. LEG .. LYB .. SBUX .. SYY .. TSN .. TXN. Here are the important facts. The positions I am selling represent the following: Market Value - $14,562 Income - $431 Yield - 2.96% Dividend Growth - 4.44% The positions I am buying represent: Market Value - $14,482 Income - $552 Yield - 3.81% Dividend Growth - 9.00% Bottom Line: A 28% increase in income over what the sold assets paid, a higher yield and a much higher dividend growth rate. The objective of more income, higher yield and higher dividend growth rate has been achieved. Sells - KO - 208 shares PEP - 19 shares Buys - ASG - 111 shares BIP - 18 shares BTO - 24 shares DLR - 12 shares EOS - 41 shares LEG - 24 shares LYB - 23 shares SBUX - 19 shares SYY - 14 shares TSN - 13 shares TXN - 6 shares

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next