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


To: chowder who wrote (1121)9/21/2022 5:23:52 PM
From: chowder3 Recommendations

Recommended By
Menominee
red cardinal
Tam3262

  Respond to of 21804
 
Re: Middle Age Portfolio -- Add On Buys and Sells

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

Today I sold:

ADP - 27 shares amounting to $6,361.32. The position had a gain of 128%.
NEE - 106 shares amounting to $9,115.78. The position had a gain of 151%.

With the proceeds from these sales, the following positions were purchased.

ABBV - 7 shares .. 3.98% yield
ARCC - 54 shares .. 9.24% yield
BIP - 24 shares .. 3.51% yield
BTI .. 25 shares .. 7.47% yield
CCI - 6 shares .. 3.64% yield
CVS - 1 share .. 2.17% yield
FDX - 1 share .. 2.92% yield
HTGC - 74 shares .. 10.46% yield
KMB - 8 shares .. 3.82% yield
LEG - 1 share .. 4.85% yield
LSI - 9 shares .. 3.78% yield
LYB - 13 shares .. 6.15% yield
MO - 23 shares .. 8.76% yield
MS - 11 shares .. 3.56% yield
NNN - 23 shares .. 5.10% yield
O - 16 shares .. 4.72% yield
PRU - 11 shares .. 5.16% yield
RY - 11 shares .. 4.05% yield
TGT - 1 share .. 2.70% yield

ADP and NEE combined generated $292 in annual dividend cash flow with a combined yield of 1.93%.

The add on positions will generate $847 in annual dividend cash flows with a combined yield of 5.48%.



To: chowder who wrote (1121)9/26/2022 1:24:42 PM
From: chowder1 Recommendation

Recommended By
red cardinal

  Read Replies (1) | Respond to of 21804
 
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.

A full position in this portfolio is $10,000.

With the few dividends hitting the account, I am working on bringing the smaller positions up in size to where they eventually equal a full position.

Today I added to:

TGT .. 2 shares .. 2.92% yield

This brings TGT up to $3,551 in value.

This brings the annual income level up to $31,429.