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Strategies & Market Trends : Young and Older Folk Portfolio

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Menominee

red cardinal

To: chowder who wrote (1134)	10/4/2022 5:50:38 PM
From: chowder	2 Recommendations Read Replies (1) of 22049

Re: Middle Age Portfolio -- Add On Buys and One Sell The income objective for this account is to generate $36,000 in annual dividend cash flows by the end of 2023. A full position in this portfolio is $10,000. With the dividends hitting the account over the past two days, I am working on bringing the smaller positions up in size to where they eventually equal a full position. Today I added to: APD - 1 share bringing APD up to $2,221 in value. LSI - 1 share bringing LSI up to $2,027 in value. These are relatively new positions started this year where I decided to buy small and build small.

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