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

To: chowder who wrote (1120)	9/10/2022 4:24:35 PM
From: chowder	Read Replies (1) \| Respond to of 21741

Re: Young Folk Portfolio -- Adjustments Portfolio Objective: The portfolio value needs to grow at an 8.25% CAGR. The dividend cash flows need to grow at a 13.8% CAGR. I've been trying to bring this portfolio down to 50-55 holdings. In the Taxable account, I sold KMB yesterday. I now have the portfolio down to 54 holdings, 26 of those in the Taxable account, 28 holdings in the Roth. With the proceeds from the KMB sale, I added to the following: D - 10 shares ... 3.21% yield DPZ - 4 shares ... 1.20% yield TU - 1 share ... 4.60% yield These are some of the smaller positions in the portfolio and I am trying to bring them up in size to where I can get them to a full position. D now represents $5,073 a 1/2 sized position. DPZ now represents a position size of $5,145. TU now represents a position size of $3,353.