| | | Re: Older Folk Portfolio ... Add On Buys
I continue to add to the smaller positions, trying to build them up in size but doing it slowly and often. Today I added to the following:
BX ........ 20.717 shares @ $96.61
CNP ..... 66.912 shares @ $29.88
FDX ..... 10.708 shares @ $186.76
HTGC .. 139.86 shares @ $14.30
MS ....... 20.812 shares @ $96.11
NTST ... 100.908 shares @ $19.80
PH ........ 6.253 shares @ $319.72
UTF ...... 21.297 shares @ $25.50
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A full equity position is $80,000. These buys bring these companies up in value to:
UTF ..... $58,410
CNP ..... $51,699
BX ........ $49,593
NTST ... $44,555
HTGC .. $42,495
MS ....... $41,173
PH ....... $39,597
FDX ..... $27,888
Portfolio Annual Income: $305,372
Portfolio Dividend Yield: 4.90%
Portfolio 5 Year Dividend Growth: 3.4% |
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