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

To: chowder who wrote (1457)	2/6/2023 7:06:20 PM
From: lizardK	Read Replies (1) \| Respond to of 21812

Glad to see liquidation of ASG. That one was sure a disappointment. Reached for hi div and got burned good on that one. I got rid of it a month or so ago and took my licks!

To: chowder who wrote (1457)	2/11/2023 7:33:53 PM
From: nocmij	Read Replies (1) \| Respond to of 21812

I see you put a little cash into AQN. Care to comment on AQN?

To: chowder who wrote (1457)	2/18/2023 4:46:58 PM
From: chowder	3 Recommendations Recommended By peterad red cardinal Waitress Read Replies (1) \| Respond to of 21812

Re: Older Folk Portfolio -- Yesterday's Activity As an income & growth investor, the Older Folk Portfolio (OFP) is expected to earn over half a million dollars in annual income within 5 years. Since the previous goal was to achieve $300K in annual income by 2022, and that objective was achieved, it was time to establish a new goal and half a million in annual income by the end of 2027 is that goal. Today I added: CEF's: BST ... 30.950 shares @ $31.98 EOI .... 60.060 shares @ $16.52 EOS ... 57.604 shares @ $17.29 STK ... 36.819 shares @ $27.02 EQUITIES: AQN .. 319.695 shares @ $7.83 CMI ... 3.937 shares @ $254.36 LNT ... 18.818 shares @ $53.37 MS ... 10.043 shares @ $98.78 PH .... 2.821 shares@ $290.60 BDC's: ARES ... 11.976 shares @ $83.21 HTGC ... 66.313 shares @ $15.50 Position Sold: ASG ... 93.723 shares ----------------------------------------------- A full equity position is $80,000 ... A full CEF position is $40,000 This brings these positions up in size to: LNT ..... $69,470 HTGC .. $50,306 PH ....... $45,364 MS ...... $43,695 ARES .. $40,937 AQN .... $40,419 CMI ..... $36,205 EOS .... $15,691 EOI ..... $15,462 BST .... $13,456 STK .... $6,018