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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder10/28/2025 3:10:54 PM
4 Recommendations

Recommended By
jritz0
Keowee
QTI on SI
Waitress

   of 21690
 
Re: Retirement Portfolio ...

I just got back from Myrtle Beach today so that I can prepare for end of month investments. I'll be heading back down to the Beach next Tuesday.

This portfolio had a decent amount of dividends come in while I was gone. Today I invested in the following:

ES .. NEE .. CEG .. GEV .. ADP .. KR .. MA .. TJX.

It wasn't a great deal of money, a hundred dollars here, a hundred dollars there.

=======================================================

Legacy Portfolio:

I have been increasing the REIT exposure in this portfolio. I added another $5K to an established O position.

I opened a position in ESS about 2 weeks ago but didn't add today. Instead I opened a new position in CUBE. I'm starting out with a $5K sized position.

I added $5K to an established position in ENB. I haven't added to this one in a while. After watching a few episodes of Landman last night, I figured I needed to add to the oil and gas sector. How's that for analysis? .. Ha!
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