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


To: chowder who wrote (1122)9/14/2022 7:27:48 PM
From: chowder2 Recommendations

Recommended By
Matrixpup
peterad

  Read Replies (1) | Respond to of 21762
 
Re: Young Folk Portfolio -- Add On Buys

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.

Today I added to D and DPZ.

These moves were made in the taxable account and they are the smallest of the long-term holdings so I want to continue building them up in size. The mid-month cash contribution hit the account today and I used that with what dividends were already in the account to buy:

D - 2 shares .. yield 3.25%
DPZ - 1 share ... yield 1.26%

This brings D up to $5,194 in value and DPZ at $5,108 in value.

This account will have some dividends coming in tomorrow and next week and all of those will be going into D as I continue to bring it up in size to the other long-term holdings in the account.

Next month, around the 15th, I will add more DPZ.