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

To: chowder who wrote (901)	4/6/2022 11:58:28 AM
From: Markbn	2 Recommendations Recommended By jritz0 ToNinja Read Replies (1) \| Respond to of 21804

RE: Sale of TXN in the Young Folk Portfolio Won't debate your moves, as you, and only you, know your situation the best. However, just wanted to point out that TXN is in analog chips, unlike the other 2. Although I suppose you do not look at that level of "specifics" on the companies - just more of a broader approach as to the nature of the underlying business.

To: chowder who wrote (901)	4/14/2022 3:36:39 PM
From: chowder	Respond to of 21804

Re: Young Folk Portfolio ... Add On Buys Today I added to some of the smaller positions because I would like to bring them up in size a little more where they are more closely weighted to other positions. I added to the following: ARDC .. LSI .. PLD .. TU ------------------------------ ARDC is a CEF that deals in Senior Loans. With interest rates rising in the future, it is an environment that a fund like this benefits from higher interest rates. The fund is selling at a 9.39% discount to NAV which is below their average, making this more of a value. The fund yields 8.14%. ------------------- LSI - Life Storage, Inc. is a self-administered and self-managed equity REIT that is in the business of acquiring and managing self-storage facilities. Located in Buffalo, New York, the Company operates more than 900 storage facilities in 30 states and in the province of Ontario, Canada. It has a yield of 2.76% and comes heavily favored by analysts. Buy or Strong Buy - 28 Hold - 6 Sell - 0 ------------------------- PLD is an industrial REIT with 984 million square feet (91 million square meters) in 19 countries. Prologis leases modern logistics facilities to a diverse base of approximately 5,500 customers principally across two major categories: business-to-business and retail/online fulfillment. It has a yield of 1.92% but its strength has been in its capital growth and that's why I own it. Analysts seem to favor it. Buy or Strong Buy - 41 Hold - 13 Sell - 1 ----------------------------- TU together with its subsidiaries, provides a range of telecommunications and information technology products and services in Canada. It has a 3.85% yield. Analysts seem to like this telecom best. Buy or Strong Buy - 27 Hold - 8 Sell - 0

To: chowder who wrote (901)	4/29/2022 7:47:08 PM
From: chowder	1 Recommendation Recommended By red cardinal Respond to of 21804

Re: Young Folk Portfolio - Add On Buys The monthly contribution hit the account today and with the small amount of dividends that were there I added on to PLD which I had discussed earlier in the week. With rising interest rates headed our way, an environment when financials usually perform well, I want to increase the level of exposure to the financial sector and today I also added to MS. It will be mid May before the next purchase is made.