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Strategies & Market Trends : Young and Older Folk Portfolio

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red cardinal

To: chowder who wrote (1133)	9/30/2022 2:29:59 PM
From: chowder	1 Recommendation Read Replies (1) of 21887

Re: Young Folk Portfolio -- Add On Buys Portfolio Objective: The portfolio value needs to grow at an 8.25% CAGR. The dividend cash flows need to grow at a 13.8% CAGR. A full position in the Taxable Account is $8,000 for equities and $4,000 for CEF's and ETF's. A full position in the Roth Account is $4,000. For the average investor (me), bear markets are a normal part of the buy and hold investing experience, and a passive strategy like dollar-cost averaging can be the best way to lower cost basis and set oneself up for success once the market eventually turns around. I added to D and DPZ in the Taxable Account with the few dividends and partial monthly cash contribution that hit the account. I have been adding to the smaller positions, trying to bring them up in size. Today I added: D .. 1 share .. 3.43% yield. DPZ .. 1 share .. 1.39% yield This now brings D up in size to $4,661. ... This brings DPZ up in size to $5,034.

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