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

To: chowder who wrote (1093)	8/23/2022 8:48:38 PM
From: Omaha Omaha	Read Replies (1) \| Respond to of 21937

When you dollar cost average in this portfolio is there a minimum amount you buy or do you reach a full position by buying say 4 increments over a certain period of time? It sounds like you buy any amount at any time when you use the dollar cost strategy in this portfolio..........just curious how you do that?

To: chowder who wrote (1093)	8/24/2022 3:25:49 PM
From: chowder	1 Recommendation Recommended By Menominee Read Replies (2) \| Respond to of 21937

Re: Young Folk Portfolio ... Add On Buys Today I put the rest of the available cash in this portfolio to work. I was focused on bringing both CTAS and LLY up to a full sized position. I then brought PLD and TU up in size to a little more than a 3/4 sized position. These moves were all made in the Roth account. The maximum amount allowed to be invested in 2022 has already been achieved so all further monthly cash contributions will be going into the taxable account. Since no new cash will be deposited in the Roth for the remainder of this year, all positions in this account are on dividend reinvestment.