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

To: chowder who wrote (1425)	1/26/2023 6:19:41 PM
From: chowder	1 Recommendation Recommended By peterad Respond to of 21804

Re: Young Folk Portfolio ... Withdrawal Sometimes in life unexpected expenses hit and they come to more than what a person can come up with, this has happened and a withdrawal was made from this portfolio. A CD matured this week: 2546732C9 Discover Bank, 4.05% due, 1/20/2023 - $8,000 That $8,000 was withdrawn this week with the expectation that it will be added back in 2024.

To: chowder who wrote (1425)	1/31/2023 10:05:11 PM
From: chowder	1 Recommendation Recommended By Menominee Read Replies (1) \| Respond to of 21804

Re: Young Folk Portfolio ... Add On Buys The first of the month cash contribution of $200 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: MAA - 1 share @ $165.50 VICI - 1 shares @ $34.10 Here is what the REIT portion of this portfolio currently looks like after today's add on buys. REIT Balance: $36,935 Annual Income: $1,242 Dividend Yield: 3.36% Dividend Growth: 7.0% Real Estate currently represents 10% of the portfolio value. HOLDINGS: O ......... $8293 PLD ..... $7589 LSI ....... $6309 DHI ...... $5763* VICI ..... $3042 MAA .... $3001 ESS ..... $2939 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. ------------------------------------- January Dividends (all reinvested): ROTH: TU ...... $76.85 MKC ... $20.69 ESS .... $26.40 O ........ $30.38 TMO ... $3.31 LSI ...... $70.07 MAA .... $23.80 --------------------- Total ... $251.50 Taxable Account: ADP .... $65.84 PEP .... $69.63 DG ...... $23.52 CD ..... $27.52 SYY ..... $49.61 ----------------------- Total ... $236.12 Grand Total ... $487.62 *Interest from a CD maturing.