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

To: chowder who wrote (475)	11/22/2021 6:22:18 AM
From: garygr	Read Replies (1) \| Respond to of 21910

Oh Crap! Now I have to buy three new stocks this morning, LLY,LSI, and MS ($2,000 each) for my "Masters Portfolio" I just hope you don't keep adding new stocks to the MAP or I may have to re-think my experiment. LOL

To: chowder who wrote (475)	11/22/2021 12:58:40 PM
From: chowder	1 Recommendation Recommended By Menominee Read Replies (1) \| Respond to of 21910

Re: Young Folk Portfolio ... Buy and Sell Adjustments. This portfolio currently has a yield of 2.33% and a dividend growth rate (last 5 years) of 6.60%. Since this is a young person's portfolio, I do want to generate more dividend cash flows to reinvest so I'd like to raise the dividend growth rate. The moves I made today are in a Roth and no new cash is going into this account because the maximum cash contribution for 2021 was met many months ago, so any moves made in this account must come from profit taking or selling a losing asset in order to generate cash to invest. With this is mind, the first asset I looked at was TSLA. This position was by far the largest position in the portfolio. A full position is now $5,000 and TSLA was over $15,000 so I decided to take some of those profits today bringing the TSLA position down to $10,000. I still believe TSLA will be an excellent long term position but it doesn't pay a dividend so it can't generate cash to reinvest unless I take some profits. I also decided to take some profits from O. I like O as part of my REIT exposure but it has under-performed the market in recent years so since it too was an overweight position, I thought I'd trim it back some and put those proceeds to work elsewhere. I sold the position in MSA. I may buy this one back at a later date but following the most recent earnings report, it left much to be desired. MSA missed earnings and revenue expectations, forward guidance was lower, and this usually indicates price may fall even further. As to analysts, of the 15 analysts covering MSA all 15 have revised MSA to the downside. I didn't want to sit and wait for a turnaround, especially when I can use the cash to buy something I've been waiting to buy, so I made the move today. The position was showing a 1% loss. Trimmed: TSLA - 4 shares O - 28 shares MSA - 7 shares With the proceeds from those sales I started new positions in: APD - 4 shares LLY - 4 shares LSI - 8 shares MS - 10 shares TSCO - 5 shares Here are the important facts. The positions I sold represent the following: Market Value - $7,701 Income - $94 Yield - 1.23% Dividend Growth - 3.80% The positions I bought represent: Market Value - $7,439 Income - $120 Yield - 1.62% Dividend Growth - 12.2% Bottom Line: A little more immediate income, a slightly better yield, but more importantly much greater dividend growth going forward.

To: chowder who wrote (475)

11/23/2021 8:49:10 PM

From: chowder

2 Recommendations

Recommended By
INCOGNIT0$
Menominee

Read Replies (1) | Respond to of 21910

Re: Middle Age Portfolio ... Planned moves for Wednesday.

This portfolio is an income based portfolio. The objective is to grow the dividend cash flows by more than 18% per year for the next few years leading up into retirement. Tomorrow's moves are based on increasing that income potential.

With this in mind, I will be trimming back some of two overweight positions, DUK and SO.

With the proceeds from those sales I will initiating new positions in TRP and EVG.

TRP is a Canadian pipeline company and EVG is a short duration CEF bond fund.

Here are the important facts.

The positions I am selling represent the following:

Market Value - $13,944
Income - $562
Yield - 4.03%
Dividend Growth - 3.20%

The positions I am buying represent:

Market Value - $14,649 (I had some dividends come in that I'm adding)
Income - $1,119
Yield - 7.64%
Dividend Growth - 4.90%

Bottom Line:

Almost doubled the immediate income, a much higher yield, and I increased the dividend growth slightly.