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


To: chowder who wrote (1474)3/2/2023 8:26:33 PM
From: chowder1 Recommendation

Recommended By
red cardinal

  Respond to of 21785
 
Re: Young Folk Portfolio ... Buys and Sells

Today I sold DUK and TU in this portfolio. This is a growth and income portfolio as opposed to income and growth, so I am looking for a little more growth.

I bought a position in SMH today which is a technology ETF. I don't want more than 40 holdings in this portfolio so I'm limited as to what I can buy and there are so many information stocks that could be purchased if this portfolio held 60, 80 or 100 companies, but again I'm keeping it at 40 so an ETF was suitable here to get access to the technology sector.

Today's Sell orders:

DUK ... 60 shares
TU ... 303 shares

This generated $11,508 which was used to purchase the following:

SMH ... 48 shares @ $235.58
MAA ... 1 share @ $154.61
VICI ... 2 shares @ $33.55

SMH is now the third highest position in this portfolio at $11,563.