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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (836)2/22/2022 4:08:52 PM
From: chowder2 Recommendations

Recommended By
Menominee
MinionMom&MarineWife

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Re: Young Folk Portfolio ... Portfolio Adjustments Part II

I went in before the close and put some of the available cash from this morning's sales to work.

Some of these positions are already overweight but I added to them anyway. They are all in the taxable account and thus are all set up on dividend reinvestment.

ABT .. ADP .. ANTM .. DE .. DG .. HD .. JNJ .. LMT .. MA .. MSFT .. NEE .. PG .. SYY .. TGT .. BST .. PTY.

I had brought PG up to a full position earlier today, later this afternoon I made it an overweight position since I consider it one of the core holdings in this portfolio.

BST and PTY are CEF's and they each were brought up to a full position.

I still have $5,284.18 to work with in the taxable account and $1,495.02 cash in the Roth. I'll be looking to put this cash to work in the next day or two.
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