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

To: chowder who wrote (601)	12/8/2021 4:20:56 PM
From: chowder	1 Recommendation Recommended By Menominee Read Replies (2) \| Respond to of 21785

Re: Young Folk Portfolio ... Portfolio Adjustments. Yesterday I posted a comment here showing the Dividend Growth Model portfolio. This portfolio is what I would call the ideal dividend growth portfolio that balances yield + dividend growth + total return. This portfolio has the following set up: Portfolio Yield - 3.22% Dividend Growth (last 5 years) - 10.40% Beta - 0.79 That portfolio can be found here: Message 33609671 The Young Folk Portfolio currently has a 2.31% yield and 6.70% dividend growth rate. I would like to increase both the yield and dividend growth to match the DGM Portfolio while maintaining the dividend safety. With this in mind, I made the following adjustments today. I had overweight positions in DUK, CAT and UNP. I decided to trim them back in size and in doing so I bought or added to the following positions. TMO .. TU .. WSM .. LYB .. ASG (a CEF). With the exception of TMO, I believe the other positions to be reasonably valued or undervalued at this time. TMO is one of the 5 positions that will make up my core of 5 that will be allowed to continue growing in size without any plans to trim in the future. With the 3 sales and 5 buys, here are what the numbers look like. DUK, UNP and CAT generated: Balance - $5,273 Income - $139 Yield - 2.65% Dividend Growth - 5.90% The buys created the following: Balance - $5,360 (I used a few accumulated dividends) Income - $196 Yield - 3.66% Dividend growth - 10.30% The new positions place me within the DGM blueprint criteria, and there is a 41% increase in income over what the sold assets were generating. This is the type of rebalancing that I do, it is not automatic, it is done selectively