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 (1587)	10/13/2023 3:16:25 PM
From: chowder	of 21904

Re: Young Folk Portfolio: The mid-month cash contribution hit the account today in the amount of $400. The cash all hit the Roth account and was invested in the following: SHW .... $100 SPGI .... $100 SPY ..... $100 TSCO .. $100 Other than SPY, these were the three smallest positions in the Roth and I want to bring them up in size within proximity of the other holdings. SPY is the largest holding and one that I plan on adding to every month. Here are the current market values as of today's close. SHW .... $7,738 SPGI ... $7,671 TSCO .. $7,771 SPY .... $20,606 I will do an update of this portfolio over the weekend.

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