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Strategies & Market Trends : Young and Older Folk Portfolio

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chowder
From: Steve Mac10/31/2025 3:07:11 PM
1 Recommendation   of 23248
 
Trimmed single-digit shares of AAPL today near it's 52-week high. Took those proceeds and today's dividends to add to existing positions in UTF, ADP, PFFA and RFI.

RFI, UTF and PFFA are the three smallest positions in this account, UTF is the newest and I'm slowly building it out. Nearly a one-for-one swap for the ADP shares for higher yield and dividend growth. AAPL remains our largest position by market value. Income focused adjustments in a Roth IRA, so no tax implications.
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