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Strategies & Market Trends : Young and Older Folk Portfolio

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red cardinal

To: chowder who wrote (1452)	2/14/2023 8:06:22 PM
From: chowder	1 Recommendation Read Replies (1) of 21739

Re: Young Folk Portfolio ... Add On Buys The mid-month cash contribution of $400 hit the Roth account today. Since everything is on automatic dividend reinvestment, the monthly cash contributions are all that can be used for add on buys. I recently added MAA, VICI and ESS to this portfolio with the objective of having real estate represent 12-15% of the portfolio value. These REIT's are the smallest positions in the Young Folk Portfolio and I want to start building them up in size. Today I had enough cash to buy: MAA - 1 share @ $172.01 VICI - 5 shares @ $34.27 Here is what the REIT portion of this portfolio currently looks like after today's add on buys. REIT Balance: $38,246 Annual Income: $1,270 Dividend Yield: 3.32% Dividend Growth: 7.0% Real Estate currently represents 10% of the portfolio value. HOLDINGS: O ......... $8064 PLD ..... $7498 LSI ....... $7303 DHI ...... $5791* MAA .... $3272 VICI ..... $3213 ESS ..... $3105 *DHI is a home builder and not a REIT but it made sense to me to have a home builder as part of a real estate portfolio.

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