Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: chowder who wrote (1466)	3/1/2023 6:10:08 PM
From: chowder	1 Recommendation Recommended By red cardinal Read Replies (1) \| Respond to of 21739

Re: Young Folk Portfolio ... Add On Buys The first of the month cash contribution of $200 hit the Roth account yesterday. 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 @ $230.66 Here is what the REIT portion of this portfolio currently looks like after today's add on buys. REIT Balance: $36,728 Annual Income: $1,305 Dividend Yield: 3.56% Dividend Growth: 7.0% Real Estate currently represents 10% of the portfolio value. HOLDINGS: O ......... $7,824 LSI ...... $7,206 PLD ..... $7,111 DHI ...... $5,321* VICI ..... $3,168 ESS ..... $3,120 MAA .... $2,979 *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. All future contributions will be going into VICI, ESS and MAA until they each equal $5,000 in value.