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


To: chowder who wrote (1084)8/15/2022 2:47:41 PM
From: chowder1 Recommendation

Recommended By
red cardinal

  Read Replies (1) | Respond to of 21740
 
Re: Middle Age Portfolio ... Add On Buys

I had some dividends hit this account today and I decided to put them to work immediately as opposed to waiting and accumulating more dividends. I am bringing the smaller positions up in size and today I added to BTI and TGT.

I will add to both of these two again the first of the month.



To: chowder who wrote (1084)9/7/2022 8:08:27 PM
From: chowder1 Recommendation

Recommended By
red cardinal

  Read Replies (2) | Respond to of 21740
 
Re: Middle Age Portfolio -- Add On Buys and One Sell

The income objective for this account is to generate $36,000 in annual dividend cash flows by the end of 2023.

Today I trimmed around $2K from the UL position and I added to the following:

BTI - 50 shares ... 7.47% yield
D - 1 share ... 3.28% yield
DNP - 1 share ... 7.01% yield

That used up all of the cash from the UL trim and what dividends were in the account.