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

To: chowder who wrote (1216)	11/15/2022 10:38:21 AM
From: chowder	1 Recommendation Recommended By red cardinal Respond to of 21732

Re: Young Folk Portfolio ... Add On Buys Today a partial cash contribution of $400 hit the Taxable Account and I purchased: SYY - 2 shares @ $85.55 D - 4 shares @ $58.87 The objective with this account has been to bring each holding up to a full weight position. A full position in the Taxable Account is $8,000. SYY now up to $8,445. D now up to $7,668. The account has 20 holdings and now 19 of those 20 are either full or overweight positions. Only D is underweight and I will add to it again at the end of the month. Since 19 of the 20 positions are full, and since starting in January the monthly contributions will be going into the Roth, I now have the Taxable account all set up for dividend reinvestment. The Roth too is still all set up for dividend reinvestment. I want to ensure that every position continues to be added to even if it's just in small amounts.

To: chowder who wrote (1216)	12/14/2022 7:02:37 PM
From: chowder	2 Recommendations Recommended By misscbd red cardinal Read Replies (2) \| Respond to of 21732

Re: Young Folk Portfolio ... Add on Buy & Tax Loss Sale ... I had been building a new position in D but it was the only position showing a loss in the Taxable Account, so I sold it today and I expect to buy it back after the wash rule expires. Sold: D - 134 shares @ $60.04 = $8,045.37 Today a $400 contribution hit the account. Bought: SO - 3 shares @ $71.83 PG - 1 share @ $153.33 This brings these positions up in size to: PG .. $10,466 SO .. $10,342