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

To: chowder who wrote (950)	5/1/2022 3:44:15 PM
From: garygr	Read Replies (1) \| Respond to of 21838

SO ...... $15,354 ... +25.85 DUK .... $14,004 ... +34.1% WEC ... $11,706 ... +12.7% D ......... $10,695 ... -1.6% BIP ...... $9,263 .... +11.8% NEE .... $7,535 .... +108.4% What are the numbers to the far right of each ticker +25.85, +34.1, +12.7%, etc.

To: chowder who wrote (950)	5/2/2022 8:50:41 PM
From: chowder	1 Recommendation Recommended By red cardinal Read Replies (1) \| Respond to of 21838

Re: Middle Age Portfolio -- Adjustments Several years ago I purchased shares in MSFT and ABT in order to generate enough capital gains that one day I could sell and buy assets better suited for providing income. That day has come. MSFT was up close to 200% and ABT up over 150%. I sold those positions along with DG in order to create more yield. I added to the following positions today: CVS .. CMI .. FDX .. NNN. These companies are all selling at a discount to their intrinsic value. I also add to the following CEF's in order to increase the income flows even more. CSQ .. EXG .. HTD. I then swapped out RNP for RQI as RNP uses leverage and RQI uses very little.

To: chowder who wrote (950)	5/23/2022 2:12:31 PM
From: chowder	2 Recommendations Recommended By Menominee red cardinal Read Replies (2) \| Respond to of 21838

Re: Middle Age Portfolio -- Dividend Add-ons Enough dividends have accumulated for me to add to a few positions in this portfolio. The objective here is purely income. I was looking to add to positions with a yield above 3%. The positions added to are smaller than most of the positions in the portfolio and I want to bring these smaller positions up in size. I added to the following: BTI .. 6.91% yield T .. 5.44% LSI .. 3.64% D .. 3.23% This portfolio carries a 5.51% yield and a 5.10% dividend growth rate over the past 5 years. That's a Chowder Number of 10.60%. Due to the way this portfolio has been managed, over the past 5 years I have actually generated over 20% income growth each year.

To: chowder who wrote (950)	6/14/2022 10:07:17 AM
From: Timelord2020	2 Recommendations Recommended By R.Daneel.Olivaw red cardinal Respond to of 21838

Thank you Chowder for continuing to update this portfolio. Greatly appreciated!

To: chowder who wrote (950)	7/3/2022 3:13:49 PM
From: chowder	3 Recommendations Recommended By Markbn Menominee red cardinal Read Replies (3) \| Respond to of 21838

Re: MIDDLE AGE PORTFOLIO ... Updated 7/3/22 The income objective is $36K in annual dividends by the end of 2023. Portfolio Balance: $539,947 Forward 12 months income: $30,662 Portfolio yield: 5.68% Dividend Growth 5 Years: 5.10% Chowder Number: 10.78 Holdings: 67 Beta: 0.61 CEF's and ETF's are not included as a % of the equity portfolio weightings. ----------------------------------------------- UTILITIES -- 17% of portfolio value SO ....... $15,301 ... 3.72% Yield DUK .... $13,935 ... 3.59% WEC ... $12,002 ... 2.84% D ........ $11,049 .... 3.29% BIP ..... $8,665 ..... 3.70% NEE ... $8,547 ..... 2.11% REAL ESTATE -- 16% of portfolio value O .......... $24,573 ... 4.23% WPC .... $13,407 ... 5.08% CCI ...... $10,169 ... 3.41% NNN .... $5,917 ..... 4.77% LSI ...... $4,159 ..... 3.46% PLD .... $2,521 ..... 2.63% ARE ... $2,518 ...... 3.19% CONSUMER STAPLES -- 15% of portfolio value MO ......... $13,977 ... 8.52% PEP ....... $9,512 ..... 2.72% KMB ...... $9,358 ..... 3.39% TSN ....... $7,417 ..... 2.16% UL ......... $6,249 ..... 4.16% SYY ...... $5,870 ..... 2.27% MDLZ ... $4,814 ..... 2.21% BTI ....... $1,342 ..... 6.58% FINANCIALS -- 15% of portfolio value PRU ....... $11,878 ... 4.93% Yield CM ......... $10,787 ... 5.28% TD .......... $10,661 ... 4.21% RY .......... $9,550 ..... 4.10% MS ......... $7,905 ..... 4.04% HTGC .... $4,469 ..... 9.42% ARCC .... $2,980 ..... 8.91% COMMUNICATIONS -- 7% of portfolio value TU ... $17,941 ... 4.68% Yield T ...... $10,889 ... 5.21% HEALTHCARE -- 7% of portfolio value AMGN ... $12,032 ... 3.16% CVS ...... $8,549 ..... 2.34% ABBV .... $7,609 .... 3.67% ENERGY -- 7% of portfolio value ENB ... $11,396 ... 6.28% Yield TRP ... $9,063 ..... 5.35% EPD ... $7,648 .... 7.55% INFORMATION TECHNOLOGY -- 5% of portfolio value AVGO ... $9,165 ... 3.43% Yield ADP ...... $5,765 ... 1.95% TXN ...... $3,913 ... 3.10% INDUSTRIALS -- 4% of portfolio value LMT ... $9,537 ... 2.58% FDX ... $3,354 ... 2.06% CMI ... $3,106 ... 2.99% MATERIALS -- 4% of portfolio value LYB ... $11,026 ... 5.43% Yield APD .. $4,855 .... 2.67% CONSUMER DISCRETIONARY -- 3% of portfolio value HD ..... $6,510 ... 2.72% Yield LEG ... $6,300 ... 5.06% TGT ... $854 ...... 3.03% (new position and will start building) ------------------------ CEF's and ETF's QYLD .... $7,835 .... 15.33% Yield RYLD .... $10,702 .. 13.81% GOF ..... $4,196 ..... 13.42% PDI ....... $5,093 ..... 12.61% EVG ..... $8,826 ..... 11.83% AIO ...... $7,496 ...... 10.86% ASG ..... $9,591 ..... 10.79% EXG ..... $4,100 ..... 10.51% EOS .... $5,120 ...... 9.94% ETV ..... $10,260 ... 9.71% CSQ .... $3,780 ..... 9.14% BST ..... $6,632 ..... 9.04% QQQX . $7,137 ..... 8.88% EOI ..... $4,100 ..... 8.81% BHK .... $4,255 ..... 7.80% UTG .... $13,891 .. 7.30% DNP .... $10,330 .. 7.18% RFI ..... $7,398 ..... 7.11% HTD ... $4,547 ..... 7.10% BTO ... $5,613 ..... 7.01% --------------------------------------- HIGHLIGHTS SINCE LAST UPDATE: FDX increased the dividend 53% TGT increased the dividend 20% MS increased dividend 11% RY increased the dividend 6.7% LYB increased the dividend 5.3% LEG increased the dividend 4.8% TU increased the dividend 3.4% CM increased the dividend 3.1% ARE increased the dividend 2.6% O increased the dividend 0.20% WPC increased the dividend 0.19%