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

To: chowder who wrote (1416)	1/13/2023 10:11:15 AM
From: chowder	Read Replies (2) \| Respond to of 21774

Re: Young Folk Portfolio ... Add On Buys The mid-month cash contribution of $400 hit the Roth account today. Since everything is on automatic dividend reinvestment, the monthly cash contributions are all that can be used for add on buys. I recently added MAA, VICI and ESS to this portfolio with the objective of having real estate represent 12-15% of the portfolio value. These REIT's are the smallest positions in the Young Folk Portfolio and I want to start building them up in size. Today I had enough cash to buy: ESS - 1 share @ $219.50 VICI - 7 shares @ $32.86 Here is what the REIT portion of this portfolio currently looks like after today's add on buys. REIT Balance: $35,232 Annual Income: $1235 Dividend Yield: 3.51% Dividend Growth: 7.0% HOLDINGS: O ......... $8086 PLD ..... $7105 LSI ....... $6008 DHI ...... $5549* VICI ..... $2905 ESS ..... $2864 MAA ..... $2715 *DHI is a home builder and not a REIT but it made sense to me to have a home builder as part of a real estate portfolio.