Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder	11/1/2023 4:58:53 AM
	Read Replies (2) of 21908

Yesterday $200 hit the Young Folk Portfolio and $50 each was invested in: SHW .. SPGI .. SPY .. TSCO. SHW, SPGI and TSCO were the 3 smallest positions in the Roth IRA and I'm trying to bring them up in size with the other holdings. The objective with SPY is to make it the largest holding in this portfolio. Current market value of these holdings after yesterday's purchase are: TSCO .. $7,494.24 SHW ... $7,441.91 SPGI ... $7,418.64 SPY .... $20,083.21 All dividends in this portfolio are being reinvested, the next cash installment will be mid-month.

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