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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (1340)	12/23/2022 6:31:59 PM
From: chowder	Read Replies (1) of 22014

Re: OLDER FOLK PORTFOLIO ... Add On Buys There was a good bit of buying done today with most of the buys in positions less than full weight and I continue to bring them up in size. EQUITIES: ARES .... 29.731 shares @ $66.64 BEP ....... 38.85 shares @ $25.46 BX ......... 26.903 shares @ $74.33 CMI ......... 8.31 shares @ $240.99 CNP ...... 69.985 shares @ $30.25 CVS ...... 21.413 shares @ $93.31 D ........... 33.063 shares @ $60.33 FDX ...... 11.384 shares @ $175.71 GD ......... 4.045 shares @ $246.59 LNT ....... 36.516 shares @ $54.66 MDLZ ... 14.986 shares @ $66.64 ORCC .. 170.794 shares @ $11.70 SJM ...... 6.307 shares @ $158.75 TSCO ... 4.694 shares @ $213.50 TXN ...... 6.072 shares @ $163.45 UNP ...... 4.792 shares @ $208.20 CEF's: BME .... 23.425 shares @ $42.59 BUI ..... 48.054 shares @ $20.77 UTF .... 42.373 shares @ $23.45 There is still a good bit of cash left to invest as this portfolio has a good bit of dividends coming in every month, as well as quite a few short term CD's that will expire.

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