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

To: chowder who wrote (479)	11/24/2021 10:25:52 AM
From: chowder	1 Recommendation Recommended By Cogito Ergo Sum Read Replies (3) \| Respond to of 21933

Re: Young Folk Portfolio ... Buy and Sell Adjustments. In looking at the overweight positions in this portfolio I noticed that COST has not only grown to be one of the larger positions in this portfolio but the valuations are so rich I thought it best to trim COST back down to a full position. COST is currently selling at 48 times earnings when it normally sells at just 25 times earnings. With the proceeds from this sale, I added to NVDA, SNA and DHI. Trimmed: COST - 4 shares With the proceeds from those sales I purchased: NVDA - 3 shares SNA - 5 shares DHI - 3 shares Here are the important facts. The positions I sold represent the following: Market Value - $2,182 Income - $12 Yield - 0.58% Dividend Growth - 11.90% The positions I bought represent: Market Value - $2,343 Income - $31 Yield - 1.35% Dividend Growth - 15.1% Bottom Line: A little more immediate income, a slightly better yield, but more importantly greater dividend growth going forward.