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Strategies & Market Trends : Young and Older Folk Portfolio
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To: RetiredInvestor 2013 who wrote (21619)10/27/2025 11:58:37 AM
From: Just Fine2 Recommendations

Recommended By
macbolan
Steve Mac

  Read Replies (2) of 21763
 
Sold WTRG in in 3 of 4 accounts. Held in taxable - it’s a short term gain there and no short term losses currently to offset it. All three accounts were successful with 20+% gains in the short term not including dividends. Purchased more ARTNA with the proceeds to keep it in the water Utes category. Higher yield also at 3.65%
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