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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (886)4/1/2022 8:14:12 AM
From: chowder2 Recommendations

Recommended By
Menominee
red cardinal

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Re: Middle Age Portfolio ... Profit Taking and Add On Buys

Yesterday I made quite a few moves in this portfolio with the primary objective to create more income. To begin with, I took some profits from the following positions:

PEP .. LMT .. ABBV .. ABT .. AAPL .. MSFT

ABBV had grown to a 4x a full position and I took it back to full. The others I simply trimmed $1K - $2K each and with all of this cash I bought new positions in:

T .. NNN .. EXG

The rest of the cash was added to the following positions:

PLD .. ARE .. D .. LEG .. DG .. QYLD .. RYLD .. MDLZ .. ENB

Again, the primary objective here was to increase the income flow and the amount of income the positions that were purchased will show is a 145% increase over the income the sold assets were generating
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