| | | Re: Older Folk Portfolio -- Yesterday'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:
BST ... 30.950 shares @ $31.98
EOI .... 60.060 shares @ $16.52
EOS ... 57.604 shares @ $17.29
STK ... 36.819 shares @ $27.02
EQUITIES:
AQN .. 319.695 shares @ $7.83
CMI ... 3.937 shares @ $254.36
LNT ... 18.818 shares @ $53.37
MS ... 10.043 shares @ $98.78
PH .... 2.821 shares@ $290.60
BDC's:
ARES ... 11.976 shares @ $83.21
HTGC ... 66.313 shares @ $15.50
Position Sold:
ASG ... 93.723 shares
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A full equity position is $80,000 ... A full CEF position is $40,000
This brings these positions up in size to:
LNT ..... $69,470
HTGC .. $50,306
PH ....... $45,364
MS ...... $43,695
ARES .. $40,937
AQN .... $40,419
CMI ..... $36,205
EOS .... $15,691
EOI ..... $15,462
BST .... $13,456
STK .... $6,018 |
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