Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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peterad

red cardinal

To: chowder who wrote (1200)	10/31/2022 1:11:50 PM
From: chowder	2 Recommendations Read Replies (2) of 21732

Re: Young Folk Portfolio ... Add On Buy Today a partial cash contribution of $200 hit the Taxable Account and I purchased: NKE - 2 shares @ $93.47 The objective with this account has been to bring each holding up to a full weight position. A full position in the Taxable Account is $8,000 and this brings NKE up to $8,002. The account has 20 holdings and now 19 of those 20 are either full or overweight positions. Next man up around the 15th of November is DPZ, it's the last underweight holding, currently at $7,659. This comment is linked to the last YFP update showing the holdings and position sizes of each company.

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