Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (1579)	9/6/2023 1:29:42 PM
From: chowder	Read Replies (1) of 21917

Last week, regarding the Young Folk Portfolio, I said: >> I am going to transfer $2,000 of that cash over to the Roth IRA on Monday when the trade settles << The trade finally settled and I moved that cash over into the Roth today where I made the following purchases: $350 each in APD .. SPGI .. SHW .. TSCO. $300 each in SMH .. SPY This brings these positions up in size as follows: APD ..... $7607 SPGI .... $7860 SHW .... $7995 TSCO .. $8185 SMH .... $20,802 SPY ..... $21,136 Dividends came in from SO in the Taxable Account and were reinvested into NVDA. The position in NVDA now has a portfolio value of $13,233.

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