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Strategies & Market Trends : Young and Older Folk Portfolio

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The Beard

To: chowder who wrote (1454)	2/6/2023 4:18:57 PM
From: chowder	1 Recommendation Read Replies (3) of 21887

Re: Older Folk Portfolio -- Today's Activity As an income & growth investor, the Older Folk Portfolio (OFP) is expected to earn over half a million dollars in annual income within 5 years. Since the previous goal was to achieve $300K in annual income by 2022, and that objective was achieved, it was time to establish a new goal and half a million in annual income by the end of 2027 is that goal. Today I added: CEF's: BME ... 23.261 shares @ $42.93 UTF ... 39.078 shares @ $25.56 STK ... 185.736 shares @ $26.97 .. A new position. EQUITIES: AQN .. 12.908 shares @ $7.35 CMI ... 4 shares @ $250.00 MO ... 158.634 shares @ $47.11 Position Sold: ASG ... 1,385.392 shares ----------------------------------------------- This brings these positions up in size to: MO ...... $119,093 UTF ..... $60,525 BME .... $45,660 AQN .... $35,833 CMI ..... $34,189 STK ..... $5,000 ... New position ASG ... Liquidated

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