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Strategies & Market Trends : Young and Older Folk Portfolio
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Menominee
red cardinal
Tam3262
To: chowder who wrote (1121)9/21/2022 5:23:52 PM
From: chowder3 Recommendations   of 21849
 
Re: Middle Age Portfolio -- Add On Buys and Sells

The income objective for this account is to generate $36,000 in annual dividend cash flows by the end of 2023.

Today I sold:

ADP - 27 shares amounting to $6,361.32. The position had a gain of 128%.
NEE - 106 shares amounting to $9,115.78. The position had a gain of 151%.

With the proceeds from these sales, the following positions were purchased.

ABBV - 7 shares .. 3.98% yield
ARCC - 54 shares .. 9.24% yield
BIP - 24 shares .. 3.51% yield
BTI .. 25 shares .. 7.47% yield
CCI - 6 shares .. 3.64% yield
CVS - 1 share .. 2.17% yield
FDX - 1 share .. 2.92% yield
HTGC - 74 shares .. 10.46% yield
KMB - 8 shares .. 3.82% yield
LEG - 1 share .. 4.85% yield
LSI - 9 shares .. 3.78% yield
LYB - 13 shares .. 6.15% yield
MO - 23 shares .. 8.76% yield
MS - 11 shares .. 3.56% yield
NNN - 23 shares .. 5.10% yield
O - 16 shares .. 4.72% yield
PRU - 11 shares .. 5.16% yield
RY - 11 shares .. 4.05% yield
TGT - 1 share .. 2.70% yield

ADP and NEE combined generated $292 in annual dividend cash flow with a combined yield of 1.93%.

The add on positions will generate $847 in annual dividend cash flows with a combined yield of 5.48%.
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