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

To: chowder who wrote (382)	10/12/2021 2:39:46 PM
From: chowder	Read Replies (1) \| Respond to of 21741

Re: Young Folk Portfolio -- Adjustments, Buys and Sells. This should be the last portfolio adjustment for this year. After today's move, I think I have the companies I want going forward. There might be an adjustment or two in 2022, but other than that, it should simply be a matter of building what is already owned. Today I sold the position in NEP. In looking forward, I lack the confidence that a YieldCo can survive long term where you simply leave it alone and reinvest the dividends. I do have that confidence with its parent company NEE. So, I'll keep and build NEE and I sold NEP. I took the proceeds from the NEP sale and added to four of the smallest sized positions in the portfolio. I added to the following: ANTM .. LII .. POOL .. UNH. -- These positions are between $1,000 and $2,000 in size now. I had a couple of hundred dollars left over and put that into AIO bringing AIO up to a full position. A full position is $6,000.