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

To: chowder who wrote (1334)	12/17/2022 6:36:23 AM
From: lasmanpeak	Read Replies (1) \| Respond to of 21772

I have been focusing more on building taxable dividend account. WEC, SRE and NEE have more growth potential than D at this time. However, D there longterm goal of net zero emission may be clouding their growth prospects. While its a good aspirational goal, it should not come at the expense of growth. In fact, if they focus on the right growth by increasing efficiencies, they could achieve the same result. I am still accumulating shares in the weakness because I think they will turn the corner.

To: chowder who wrote (1334)	12/29/2022 7:55:26 PM
From: chowder	1 Recommendation Recommended By Menominee Respond to of 21772

Re: Young Folk Portfolio - Add on Buy & Sell Actions ... Today I sold the position in NVDA. The position was down more than 20% and under the current condition of the market, where semiconductor companies are taking a beating, I didn't want to take a deeper drawdown and I don't see the current market conditions conducive to averaging down on NVDA, so I sold it. I also took some profits in ABBV .. CAT .. DUK. All of these moves were in the Roth Account so I don't get a write off for tax purposes on NVDA nor did I trigger a taxable event for the other positions. These moves generated just over $7,500. Sold: NVDA - 32 shares ABBV - 6 shares CAT - 4 shares DUK - 10 shares Bought: ESS - 12 shares @ $210.01 MAA - 16 shares @ $154.66 VICI - 80 shares @ $32.40 The goal here is to build a real estate portfolio within the Roth Account. Current real estate holdings: O ....... $7,824 PLD ... $6,661 LSI ..... $5,836 DHI .... $5,221 VICI ... $2,614 ESS ... $2,560 MAA ... $2,524 In looking forward, the Roth contributions will be going into the 3 smaller real estate holdings as I wish to bring them up in size to the other holdings within that account.