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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (1205)11/5/2022 10:34:38 AM
From: chowder  Read Replies (1) of 21785
 
Re: YOUNG FOLK PORTFOLIO (YFP) WEEKLY UPDATE ... (slow week)

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.

GIS .. $21.58

The following sales were made:

None.

The following purchases were made:

Company -- Position Size

NKE - 2 shares @ $93.47

--------------------------------------

Roth Account: Dividends received this week:

UTG .. $24.31

The following sales were made:

None
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