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

To: chowder who wrote (411)	11/5/2021 6:47:58 PM
From: chowder	Read Replies (1) \| Respond to of 21803

Re: Middle Age Portfolio ... Add On Buy. This portfolio currently has a portfolio yield of 3.9% and a dividend growth rate (last 5 years) of 5.7%. I would like to maintain the yield if possible while trying to increase the dividend growth number. With this in mind, today I add to the ENB position. ENB has a 6.23% yield and its dividend growth has come in at 12% (last 5 years) indicating very fast growth. With roots tracing back to a single Canadian pipeline in 1949, Enbridge is North America's largest midstream energy company. The firm's oil and gas pipelines, terminals, storage facilities, and processing plants help connect the continent's most vital energy producing regions and earn most of its profits. A smaller portion of Enbridge's business consists of regulated natural gas distribution utilities and renewable power generation assets. Being a Canadian company, I placed it in an Ira where it is exempt from foreign taxes.

To: chowder who wrote (411)	11/6/2021 9:34:00 AM
From: garygr	Respond to of 21803

This portfolio was updated on 11/2/21 Question: Is the portfolio Balance of $549,589 based on closing prices on 11/1/21 for all the securities.?? (Probably a silly question--but just want to make sure I'm tracking it correctly)

To: chowder who wrote (411)	11/6/2021 11:27:58 AM
From: chowder	Respond to of 21803

@ Gary -- I posted those results after hours, so I'm assuming that included closing prices for that day.

To: chowder who wrote (411)	11/16/2021 6:13:35 AM
From: garygr	Read Replies (2) \| Respond to of 21803

I've been tracking the Middle Age Portfolio on Morningstar. Here are some interesting findings: Middle Age Portfolio: Same $$ amount and holdings as of 11/2/21----- Vs. Middle Age Portfolio with equal dollar amount of $1,000 in each holding. Same $$ as Chowder 3.30 2.07 25.57 8.52 27.36 15.52 14.65 EQUAL $$ 2.68 1.95 27.62 10.08 30.16 16.68 15.15 PERIOD 1(M) 3(M) 12(M) 2020 2019 3 YEAR 5 YEAR Equal $$ amount in each holding resulted in a better return for 12 month, 2020, 2019, 3 and 5 year returns.

To: chowder who wrote (411)	12/2/2021 3:13:26 AM
From: chowder	3 Recommendations Recommended By Casual Racer Menominee SleepyInSeattle Read Replies (7) \| Respond to of 21803

Re: MIDDLE AGE PORTFOLIO ... PORTFOLIO UPDATED 11/30/21. My goal is to try to present a balance between high dividend cash flows, dividend growth, and capital gain potential, so there will be a mix of assets. The income objective is $36K in annual dividends and the time frame is end of 2023. That's an increase of 20% per year. Portfolio Balance: $539,460 Forward 12 months income: $24,659 Portfolio yield: 4.57% Dividend Growth 5 Years: 6.7% Chowder Number: 11.27 Holdings: 56 Beta: 0.72 Company --- Value --- % of Portfolio -- Yield AbbVie - ABBV ..................................... $28,777 ... 5.3% ... 4.87% Realty Income - O ................................ $22,485 ... 4.2% ... 4.48% Broadcom - AVGO ............................... $21,117 ... 3.9% ... 2.60% Telus - TU ............................................ $17,792 .... 3.3% ... 4.60% DNP Select Income - DNP .................. $15,315 .... 2.8% ... 7.30% (CEF) Reaves Utility Fund -UTG ................... $14,061 .... 2.6% ... 6.97% (CEF) Altria - MO ........................................... $12,920 .... 2.4% .. 8.37% Liberty All-Star Growth - ASG ............. $12,660 .... 2.3% ... 8.17% (CEF) Southern Company - SO .................... $12,362 .... 2.3% ... 4.32% Duke Energy - DUK ............................ $11,986 .... 2.2% ... 4.08% Prudential - PRU ................................ $11,936 .... 2.2% .... 4.60% W. P. Carey - WPC ............................. $11,831 .... 2.2% .... 5.57% Lockheed Martin - LMT ...................... $11,823 .... 2.2% .... 3.41% Eaton Vance Tax Managed - ETV ..... $11,669 .... 2.2% .... 8.24% (CEF) Canadian Imperial - CM .................... $11,304 .... 2.1% .... 4.21% Texas Instruments - TXN ................... $10,586 ... 2.0% .... 2.40% Toronto-Dominion Bank -TD .............. $10,544 ... 2.0% .... 3.47% Abbott Labs - ABT ............................. $10,480 ... 1.9% .... 1.42% Microsoft - MSFT .............................. $10,175 ... 1.9% .... 0.75% WEC Energy - WEC .......................... $10,171 .... 1.9% ... 3.09% Crown Castle - CCI ........................... $10,111 .... 1.9% .... 3.26% Eaton Vance Short Duration - EVG ... $10,109 ... 1.9% ... 10.21% (CEF) Pepsi - PEP ....................................... $9,955 ... 1.8% ... 2.68% Amgen - AMGN ................................. $9,839 ... 1.8% ... 3.51% LyondellBasell - LYB ......................... $9,560 ... 1.8% ... 5.35% Enbridge - ENB ................................. $9,490 ... 1.8% ... 7.27% Home Depot - HD ............................. $9,341 ... 1.7% ... 1.65% Automatic data Processing - ADP .... $9,325 ... 1.7% ... 1.83% NextEra Energy - NEE ..................... $9,319 ... 1.7% ... 1.75% Apple - AAPL .................................... $9,306 ... 1.7% ... 0.53% Nuveen Nasdaq 100 - QQQX .......... $9,234 .... 1.7% ... 6.04% (CEF) T. Rowe Price - TROW .................... $9,213 .... 1.7% ... 2.20% Kimberly-Clark - KMB ...................... $9,016 .... 1.7% ... 3.46% Cohen & Steers REIT - RNP ........... $8,961 ... 1.7% ... 5.61% (CEF) Blackrock Science - BST ................. $8,852 ... 1.6% ... 5.88% (CEF) Lowes - LOW ................................... $8,278 ... 1.5% ... 1.30% Brookfield Infrastructure - BIP ......... $8,135 ... 1.5% ... 3.64% TC Energy - TRP ............................. $7,744 ... 1.4% ... 6.13% Royal Bank of Canada - RY ............ $7,645 .... 1.4% ... 3.84% Starbucks - SBUX ........................... $7,585 .... 1.4% ... 1.80% Eaton Vance Income - EOS ............ $7,055 .... 1.4% ... 6.94% (CEF) Tyson Foods - TSN ......................... $6,652 ... 1.2% .... 2.35% Digital Realty - DLR ........................ $6,514 ... 1.2% .... 2.85% John Hancock Financial - BTO ....... $6,119 .... 1.1% ... 5.31% (CEF) Pimco Dynamic - PCI ...................... $5,925 ... 1.1% ... 10.14% (CEF) Leggett & Platt - LEG ...................... $5,390 ... 1.0% ... 4.15% Magellan Midstream - MMP ............ $5,091 ... 0.9% ... 9.07% Enterprise Products - EPD .............. $4,714 ... 0.9% ... 8.56% Sysco - SYY .................................... $4,629 ... 0.9% ... 2.76% Guggenheim Strategy - GOF .......... $4,628 ... 0.9% ... 11.62% (CEF) Life Storage - LSI ............................ $4,016 ... 0.7% ... 2.57% Air Products & Chemicals - APD ..... $3,989 ... 0.7% ... 2.11% Calamos Strategic - CSQ ................ $3,918 ... 0.7% ... 6.62% (CEF) Allianz AI & Technology - AIO .......... $3,910 ... 0.7% ... 5.64% (CEF) Morgan Stanley - MS ...................... $3,906 ... 0.7% ... 2.94% Eli Lilly - LLY .................................... $1,993 ... 0.4% ... 1.36 ----------------------- TOP 10 INCOME PRODUCERS: ABBV - 5.7% DNP - 4.5% MO - 4.4% ASG - 4.2% EVG - 4.2% O - 4.1% UTG - 4.0% ETV - 3.9% TU - 3.3% ENB - 2.8% ----------------------- NOVEMBER HIGHLIGHTS: ADP raised the dividend 12% ASG raised the distribution 5.9% O raise the dividend by 4.2% TU raised the dividend 3.5% TSN raised the dividend 3.4%