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

To: chowder who wrote (1124)	9/26/2022 1:16:37 PM
From: chowder	1 Recommendation Recommended By Menominee Read Replies (1) \| Respond to of 21804

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. A full position in the Taxable Account is $8,000 for equities and $4,000 for CEF's and ETF's. A full position in the Roth Account is $4,000. I added to D in the Taxable Account with the few dividends that hit the account. I have been adding to the smaller positions, trying to bring them up in size. Today I added: D .. 1 share .. 3.43% yield. This now brings D up in size to $4,972.