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


To: chowder who wrote (1340)12/23/2022 6:31:59 PM
From: chowder  Read Replies (1) | Respond to of 21999
 
Re: OLDER FOLK PORTFOLIO ... Add On Buys

There was a good bit of buying done today with most of the buys in positions less than full weight and I continue to bring them up in size.

EQUITIES:

ARES .... 29.731 shares @ $66.64
BEP ....... 38.85 shares @ $25.46
BX ......... 26.903 shares @ $74.33
CMI ......... 8.31 shares @ $240.99
CNP ...... 69.985 shares @ $30.25
CVS ...... 21.413 shares @ $93.31
D ........... 33.063 shares @ $60.33
FDX ...... 11.384 shares @ $175.71
GD ......... 4.045 shares @ $246.59
LNT ....... 36.516 shares @ $54.66
MDLZ ... 14.986 shares @ $66.64
ORCC .. 170.794 shares @ $11.70
SJM ...... 6.307 shares @ $158.75
TSCO ... 4.694 shares @ $213.50
TXN ...... 6.072 shares @ $163.45
UNP ...... 4.792 shares @ $208.20

CEF's:

BME .... 23.425 shares @ $42.59
BUI ..... 48.054 shares @ $20.77
UTF .... 42.373 shares @ $23.45

There is still a good bit of cash left to invest as this portfolio has a good bit of dividends coming in every month, as well as quite a few short term CD's that will expire.