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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (296)	9/20/2021 5:25:40 PM
From: chowder	2 Recommendations Recommended By Menominee red cardinal Read Replies (1) \| Respond to of 21842

Re: Middle Age Portfolio ... Portfolio Adjustments. ABT had grown into an oversized position that was double a full sized position. I took those profits today by trimming the position back to a full position. I added to the following positions: MO .. CM .. WPC .. ASG I was looking to continue building the higher yielding assets by trimming profits from the lower yielding assets that have grown to where they provide triple digit returns, in other words, turning growth into income. MO ..... yield 7.41% CM ..... yield 4.02% WPC .. yield 5.51% ASG ... yield 7.73% The Middle Age Portfolio has a yield of 4.07% and has a 5 year dividend growth rate of 6.30%, this gives this portfolio a Chowder Number of 10.37%, a nice balance between yield and dividend growth. Brief Company Description: Altria Group, Inc., (MO) through its subsidiaries, manufactures and sells cigarettes, oral tobacco products, and wine in the United States. It offers cigarettes primarily under the Marlboro brand; cigars principally under the Black & Mild brand; and moist smokeless tobacco products under the Copenhagen, Skoal, Red Seal, and Husky brands, as well as provides on! oral nicotine pouches. The company also produces and sells varietal and blended table wines, and sparkling wines under the Chateau Ste. Michelle and 14 Hands names; and imports and markets Antinori, Torres, and Villa Maria Estate wines, as well as Champagne Nicolas Feuillatte in the United States. Canadian Imperial Bank of Commerce, (CM) a diversified financial institution, provides various financial products and services to personal, business, public sector, and institutional clients in Canada, the United States, and internationally. The company operates through four strategic business units: Canadian Personal and Business Banking; Canadian Commercial Banking and Wealth Management; U.S. Commercial Banking and Wealth Management; and Capital Markets. W. P. Carey (WPC) ranks among the largest net lease REITs with an enterprise value of approximately $18 billion and a diversified portfolio of operationally-critical commercial real estate that includes 1,215 net lease properties covering approximately 142 million square feet as of September 30, 2020. For nearly five decades, the company has invested in high-quality single-tenant industrial, warehouse, office, retail and self-storage properties subject to long-term net leases with built-in rent escalators. Liberty All-Star Growth Fund (ASG) The Fund seeks long-term capital appreciation through investment primarily in a diversified portfolio of equity securities. Liberty All-Star Growth Fund, Inc. is a multi-managed fund focused on small, mid and large-capitalization growth stocks. Its portfolio includes common stocks, and short-term investments, including repurchase agreements. The Fund invests in various sectors, including information technology, industrials, consumer discretionary, healthcare, financials, energy, consumer staples, materials and telecommunication services.