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

To: chowder who wrote (1290)11/19/2022 10:55:29 AM
From: chowder  Read Replies (1) | Respond to of 21763
 
Re: YOUNG FOLK PORTFOLIO (YFP) WEEKLY UPDATE ... 11-14 to 11-19

The YFP consists of a Taxable and Roth account. All dividends for companies in the Roth account are on dividend reinvestment. Dividends in the Taxable account are reinvested selectively.

Taxable Account: Dividends received this week.

ABT .. $37.11
... reinvested .. 0.358 shares

PG .... $61.63
... reinvested .. 0.435 shares

The following purchases were made:

Company -- Position Size

D - 4 shares @ $58.87
SYY - 2 shares @ $85.55

Dividend Increase:

NKE .. 11%
--------------------------------------

Roth Account: Dividends received this week:

APD .. $21.16
... reinvested .. 0.0.72 shares

O .. $30.09
... reinvested .. 0.463 shares

ABBV .. $42.32
... reinvested .. 0.278 shares

CAT .. $27.64
... reinvested .. 0.12 shares
The following purchases were made:

None

Dividend Increase:

None


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