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

To: chowder who wrote (1136)	10/5/2022 4:41:36 PM
From: chowder	2 Recommendations Recommended By KeithX red cardinal Read Replies (1) \| Respond to of 21887

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. For the average investor (me), bear markets are a normal part of the buy and hold investing experience, and a passive strategy like dollar-cost averaging can be the best way to lower cost basis and set oneself up for success once the market eventually turns around. October is a poor dividend month for us as there isn't much to work with but there was enough dividends to add once more to D as I trying to bring it up in size with the other positions in the portfolio. Today I added: D .. 1 share .. 3.73% yield. This brings D up to $4,815 where a full position is $8,000.