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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (475)

11/23/2021 8:49:10 PM

From: chowder

2 Recommendations

Recommended By
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Menominee

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Re: Middle Age Portfolio ... Planned moves for Wednesday.

This portfolio is an income based portfolio. The objective is to grow the dividend cash flows by more than 18% per year for the next few years leading up into retirement. Tomorrow's moves are based on increasing that income potential.

With this in mind, I will be trimming back some of two overweight positions, DUK and SO.

With the proceeds from those sales I will initiating new positions in TRP and EVG.

TRP is a Canadian pipeline company and EVG is a short duration CEF bond fund.

Here are the important facts.

The positions I am selling represent the following:

Market Value - $13,944
Income - $562
Yield - 4.03%
Dividend Growth - 3.20%

The positions I am buying represent:

Market Value - $14,649 (I had some dividends come in that I'm adding)
Income - $1,119
Yield - 7.64%
Dividend Growth - 4.90%

Bottom Line:

Almost doubled the immediate income, a much higher yield, and I increased the dividend growth slightly.

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