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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (1143)10/14/2022 11:49:11 PM
From: chowder1 Recommendation

Recommended By
red cardinal

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Re: YOUNG FOLK PORTFOLIO WEEKLY UPDATE ...

The YFP consists of a Taxable and Roth account. All dividends for companies in the Roth account are on dividend reinvestment. Dividends in the Taxable account are reinvested selectively.

Taxable Account: Dividends received this week.

None

A cash contribution of $400 also hit the account.

The following sales were made:

ARDC .. 313.239 shares
EXG .. 472.753 shares
RYLD .. 212.447 shares
XYLD .. 101.587 shares

The following purchases were made:

Company -- Position Size

ABT .. 10 shares @ $103.16
D .. 22 shares .. @ $65.66
DE .. 3 shares .. @ $371.01
DPZ .. 4 shares .. @ $327.75
ELV .. 2 shares .. @ $477.60
HD .. 4 shares .. @ $285.63
MA .. 3 shares .. @ $297.37
NEE .. 14 shares .. @ $74.14
NKE .. 15 shares .. @ $90.16
NSC .. 5 shares .. @ $217.70
PG .. 8 shares .. @ $126.15
SO .. 16 shares .. @ $64.93
SYY .. 14 shares .. @ $74.93
TGT .. 7 shares .. @ $153.92

Roth Account: Dividends received and reinvested

TMO .. $2.70 purchased 0.005 shares @ $515.61
O .. $23.04 purchased 0.403 shares @ $57.15
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