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


To: chowder who wrote (848)3/4/2022 5:18:59 PM
From: chowder2 Recommendations

Recommended By
Menominee
red cardinal

  Read Replies (1) | Respond to of 21732
 
Re: Old Folk Portfolio ... Purchases And Sales.

The sales all came from CEF's as I am de-leveraging the amount of leverage exposure in the portfolio. These were the funds I sold:

DNP (trimmed), all the rest liquidated. BMEZ .. CCD .. CHW .. DPG .. ECC .. FFC .. FLC .. PDO .. RQI.

I did add to four muni bond funds -- AFB .. EIM .. EVN .. KTF.

These are the purchases made in the Old Folk Portfolio.

All of these companies are favored by Wall St and other firms. All of them are rated high for quality, and all of them have a safe and growing dividend.

Let me begin by displaying the analyst ratings. These ratings are the combined analysts covering each company from 3 different resources. Wall St., Fidelity and TD Ameritrade.

The first number is Buy or Strong Buy, the second number is Hold, the third number is Sell or Strong Sell.

ANTM .. 54-11-0
AMAT .. 60-27-0
MSFT .. 122-4-0 (I guess they like this one, ha!)
TJX .. 61-7-0
DHI .. 40-8-0
MA .. 83-4-0
NKE .. 75-17-2
GD .. 30-16-0
--------------------------

Listed below will be the dividend safety score followed by the 1-5 and 10 year dividend growth history.

ANTM .. 99 .. 13-12-16%
AMAT .. 86 .. 9-19-12%
MSFT .. 99 .. 11-9-13%
TJX .. 80 .. 13-15-21%
DHI .. 85 .. 13-20-14%
MA .. 99 .. 11-18-41%
NKE .. 99 .. 11-12-15%
GD .. 97 .. 6-9-11%
------------------------------

Quality Ratings according to CFRA:

ANTM .. A-
AMAT .. A
MSFT .. A-
TJX .. A-
DHI .. A-
MA .. A+
NKE .. A-
GD .. A+