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Strategies & Market Trends : Young and Older Folk Portfolio

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Mister D

Waitress

To: threewoodcapital who wrote (1526)	5/8/2023 3:50:07 PM
From: chowder	2 Recommendations of 23744

TMO was sold last week to raise cash to be reinvested elsewhere. I added 24 shares to ARE and then added anywhere from 1 to 5 shares in: TSCO .. APD .. SPGI .. MKC .. SHW .. AWK .. MAA .. ESS .. VICI. I'm keeping the number of holdings under 40 as I would prefer a smaller number of companies that are larger in size as opposed to a lot of small positions.

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