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

To: chowder who wrote (422)	11/9/2021 7:24:57 PM
From: sm1th	1 Recommendation Recommended By Graustus Read Replies (1) \| Respond to of 21937

Has the recent increase in inflation changed your priorities between current yield and growth? Not just for this portfolio, but for all if you don't mind. My situation is similar to your old folks portfolio and I am thinking about possibly trading some current yield for higher growth to keep up with inflation.

To: chowder who wrote (422)	11/15/2021 7:19:38 PM
From: chowder	Read Replies (2) \| Respond to of 21937

Re: Old Folk Portfolio ... Buys and Sells. The objective is to create more income. Before today's moves the portfolio had a projected 12 month income level of $268,140. After today's moves the projected 12 month income is $270,313. I sold ONL which were the spun off shares from O and I put that money back into buying more shares of O. I sold CWT .. AWR .. NXP .. BKT .. NXQ because the yields are too low for an income based portfolio. I took the proceeds from these sales, along with a good amount of dividends that hit the account this month and I started a new position in TYG for $20K. I then invested $5K each in the following positions: SJM .. SPE .. ASG .. BMEZ .. CCD .. CII .. BLK .. UNP .. AVGO .. BST .. TU .. CCI .. AMGN .. PRU .. LEG .. APD .. ORI. This raised the portfolio yield from 4.29% to 4.33%. That amounted to a little over $2K per year more in income.