Re: Legacy Portfolio Part II ... This portfolio has a 4.22% yield and a 6.60% dividend growth rate.
As I have stated on a number of occasions, I prefer to buy on strength and average up on the cost basis, in essence adding to winners.
I recently purchased two ETF's in this portfolio and today they qualified for the 3%+ Buy.
DIVI: I doubled down on the holding going from 250 shares to 500.
12/11/2025 (250 shares)
11/17/2025 (250 shares)
| 250 | $39.23 | $39.27 | $9,807.50 | $9,817.38 | -$9.88 | -0.1% | Short Term | | 250 | $39.23 | $38.04 | $9,807.50 | $9,509.35 | +$298.15 | +3.14% | Short Term | | 500 | | | $19,615.00 | $19,326.73 | +$288.27 | +1.49% | |
I also doubled down on VYM going from 80 shares to 160 shares.
12/11/2025 (80 shares)
11/28/2025 (40 shares)
11/19/2025 (40 shares)
| 80 | $147.7135 | $147.82 | $11,817.08 | $11,825.96 | -$8.88 | -0.08% | Short Term | | 40 | $147.7135 | $145.05 | $5,908.54 | $5,801.82 | +$106.72 | +1.84% | Short Term | | 40 | $147.7135 | $139.82 | $5,908.54 | $5,592.80 | +$315.74 | +5.65% | Short Term | | 160 | | | $23,634.16 | $23,220.58 | +$413.58 | +1.78% | |
|
