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

To: chowder who wrote (1487)	3/5/2023 1:38:52 PM
From: chowder	3 Recommendations Recommended By Menominee The Beard Waitress Respond to of 21806

Re: Older Folk Portfolio Adjustments: I have the % Port. and Yield reversed, sorry about that. An example would be: UTG ... $145,202 ... 8.07% .. 2.4% .... $11,714 It's actually supposed to read 2.4% for % Port. and 8.07% for Yield. Additionally: SO ...... $146,116 ... 2.4% .... 2.4% .... $6,132 It's supposed to read 2.4% for % Port. and 4.2% for Yield.

To: chowder who wrote (1487)	3/6/2023 12:24:18 PM
From: Secret Recipe	2 Recommendations Recommended By red cardinal Waitress Respond to of 21806

Thank you Chowder for updating the portfolio

To: chowder who wrote (1487)	3/8/2023 11:52:03 PM
From: chowder	Read Replies (1) \| Respond to of 21806

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 by the end of 2027. Following yesterday's buying activity, the forward 12 month income flow is projected at $314,534. Yesterday I added: CEF's: BST .... 123.839 shares @ $32.20 EOI ..... 254.453 shares @ $15.73 EOS ... 245.399 shares @ $16.34 ETY .... 336.134 shares @ $11.95 ETW .. 494.438 shares @ $8.08 IGD .....753.296 shares @ $5.30 STK .... 148.148 shares @ $27.03 EQUITIES: ARES ... 41.773 shares @ $83.32 CMI ...... 15.512 shares @ $257.80 MS ....... 40.659 shares @ $98.13 PH ....... 11.096 shares @ $361.28 SJM ..... 26.585 shares @ $150.65 TSCO .. 17.491 shares @ $230.36

To: chowder who wrote (1487)	4/1/2023 9:41:05 AM
From: Rosie42	Read Replies (1) \| Respond to of 21806

Chowder, what is your opinion of OKE?

To: chowder who wrote (1487)	5/7/2023 8:52:48 PM
From: chowder	5 Recommendations Recommended By 1RustyNail Markbn Menominee red cardinal Waitress Read Replies (2) \| Respond to of 21806

Re: OLDER FOLK PORTFOLIO ... UPDATED 05/07/23 Portfolio Balance: $6,302,004 Annual Income: $323,110 Portfolio Yield: 5.13% Dividend Growth 5 Years: 2.4% Holdings: 99 INCOME GROWTH 2017 - $91,556.12 2018 - $132,548.54 .. +44.7% 2019 - $174,588.90 .. +31.7% 2020 - $213,374.56 .. +22.2% 2021 - $257,279.04 .. +20.5% 2022 - $311,139.14 .. +20.9% 2023 YTD - $107,353.93 ------------------------------------------------ HOLDINGS: CD's 367612AE8 Gateway First Bank CD .............. 4.60% .. 08/16/23 .. $5,000 66476QDB1 Northern Bank CD ...................... 4.45% .. 08/15/23 .. $5,000 800364EN7 Sandy Spring Bank CD ............... 4.50%.. 05/16/23 .. $5,000 -------------------------------------------- Symbol ..... Value ..... % Port. ..... YLD ..... Income PG ........ $172,213 .... 2.7% .... 2.41% .... $4,153 SO ........ $168,954 .... 2.6% .... 3.74% .... $6,312 PEP ...... $156,973 .... 2.5% .... 2.60% .... $4,088 XEL ...... $152,494 .... 2.4% .... 2.99% .... $4,559 SRE ..... $151,202 .... 2.4% .... 3.07% .... $4,645 O ......... $148,519 .... 2.3% .... 4.86% ..... $7,219 DUK .... $137,896 .... 2.2% .... 4.05% .... $5,579 KO ...... $136.480 .... 2.1% .... 2.87% ..... $3,922 NEE .... $134,186 .... 2.1% .... 2.48% .... $3,323 LMT .... $131,020 .... 2.1% .... 2.63% .... $3,451 ABBV .. $130,656 ... 2.1% .... 4.00% .... $5,225 KMB .... $125,525 ... 2.0% .... 3.25% .... $4,080 WEC ... $125,485 ... 2.0% .... 3.25% .... $4,077 MO ..... $124,402 ... 2.0% .... 8.05% .... $10,018 TD ...... $115,284 ... 1.8% .... 4.54% .... $5,231 UTG ... $115,008 ... 1.8% .... 7.95% .... $9,139 GIS .... $110,919 .... 1.8% ... 2.41% .... $2,667 HD ..... $104,944 .... 1.7% ... 2.89% .... $3,029 AMGN .. $99,277 ... 1.6% ... 3.60% .... $3,576 WPC .... $98,654 ... 1.6% ... 5.83% .... $5,748 VZ ........ $91,002 ... 1.4% ... 6.90% .... $6,278 BMO .... $87,295 ... 1.4% ... 4.77% .... $4,159 UL ....... $86,618 .... 1.4% ... 3.34% .... $2,895 AEP .... $84,726 .... 1.3% ... 3.60% .... $3,053 GPC .... $83,548 .... 1.3% ... 2.19% ... $1,827 TGT .... $81,440 .... 1.3% ... 2.76% ... $2,250 ABT ...... $75,189 .... 1.2% ... 1.83% ... $1,378 PRU ..... $75,044 .... 1.2% ... 6.09% ... $4,573 BIPC .... $74,134 .... 1.2% ... 3.53% ... $2,617 BUI ...... $72,627 .... 1.2% ... 6.20% ... $4,499 LNT ..... $70,937 .... 1.1% ... 3.28% ... $2,329 AVGO .. $70,033 .... 1.1% ... 2.92% ... $2,045 SJM ..... $66,948 .... 1.1% ... 2.58% ... $1,726 ENB .... $63,164 .... 1.0% ... 6.53% ... $4,124 TU ......... $62,655 ... 1.0% ... 5.07% ... $3,178 VICI ....... $62,168 ... 1.0% ... 4.75% ... $2,955 AIO ....... $61,951 .... 1.0% .. 10.85% .. $6,721 D .......... $61,466 .... 1.0% ... 4.73% ... $2,908 RFI ....... $61,466 .... 1.0% ... 8.15% ... $5,009 ARCC ... $60,788 ... 1.0% .. 10.54% .. $6,409 RY ........ $59,050 ... 0.9% ... 3.95% ... $2,332 ORCC .. $57,667 ... 0.9% .. 12.51% .. $6,051 UTF ..... $55,667 ... 0.9% ... 8.04% ... $4,474 CM ...... $54,534 ... 0.9% ... 6.05% ... $3,299 CNP .... $52,877 ... 0.8% ... 2.49% ... $1,316 PTY ..... $52,737 .... 0.8% .. 10.92% .. $5,766 TSCO .. $52,450 ... 0.8% ... 1.71% ... $899 AQN .... $51,379 ... 0.8% ... 4.92% ... $2,525 LEG .... $50,712 ... 0.8% ... 5.60% ... $2,840 T ......... $50,503 ... 0.8% ... 6.48% ... $3,272 ADC ...... $49,706 ... 0.8% ... 4.28% ... $2,126 MDLZ .... $49,372 .. 0.8% .... 1.99% .... $980 DNP ...... $48,729 ... 0.8% ... 7.30% ... $3,555 BMEZ .... $46,548 .. 0.7% ... 10.60% .. $4,935 PH ........ $46,232 ... 0.7% ... 1.78% .... $821 JEPI ..... $45,895 ... 0.7% ... 11.31% .. $5,189 ARES ... $45,641 ... 0.7% ... 3.76% ... $1,715 ORI ...... $45,557 ... 0.7% ... 3.85% ... $1,752 ETV ..... $45,326 ... 0.7% ... 9.30% ... $4,217 BME .... $44,732 ... 0.7% ... 6.13% ... $2,741 XYLD ... $44,665 .. 0.7% .. 12.14% .. $5,423 BX ....... $43,945 ... 0.7% ... 4.75% ... $2,085 BTI ...... $42,778 ... 0.7% ... 7.88% ... $3,371 HTGC . $42,380 ... 0.7% ... 11.91% .. $5,046 ETO .... $41,812 ... 0.7% ... 7.45% ... $3,113 QYLD .. $41,772 ... 0.7% .. 11.77% .. $4,914 BEP .... $41,090 ... 0.7% ... 4.29% ... $1,762 RYLD .. $40,986 ... 0.7% .. 13.16% .. $5,392 MS ...... $40,722 ... 0.6% ... 3.65% ... $1,487 NTST .. $40,716 ... 0.6% ... 4.44% ... $1,806 CCI ..... $40,506 ... 0.6% ... 5.28% ... $2,139 ARDC .. $39,550 ... 0.6% ... 11.18% ... $4,423 APD ..... $38,699 ... 0.6% ... 2.36% .... $913 CMI ...... $37,166 ... 0.6% ... 2.77% ... $1,031 FDX ..... $37,001 ... 0.6% ... 2.20% ... $813 GD ....... $36,857 ... 0.6% ... 2.49% ... $918 IDE ...... $36,508 ... 0.6% ... 9.70% ... $3,542 SPE ..... $35,386 ... 0.6% ... 9.45% ... $3,343 BDJ ..... $35,164 ... 0.6% ... 8.04% ... $2,826 ETY ..... $31,419 ... 0.5% ... 8.31% ... $2,611 EVT ..... $30,965 ... 0.5% ... 8.05% ... $2,492 TXN ..... $30,537 ... 0.5% ... 2.99% ... $913 TYG ..... $30,358 ... 0.5% ... 9.90% ... $3,004 EOI ...... $29,391 ... 0.5% ... 8.31% ... $2,442 EOS ..... $29,004 ... 0.5% ... 8.48% ... $2,459 BSTZ ... $28,674 ... 0.5% .. 11.72% ... $3,359 CII ....... $25,362 ... 0.4% ... 6.72% ... $1,703 NIE ..... $24,789 ... 0.4% .. 10.01% ... $2,480 IGD ..... $22,804 ... 0.4% ... 9.47% ... $2,168 UNP ... $22,897 .... 0.4% ... 2.58% ... $591 IGA ..... $21,326 ... 0.3% ... 9.35% ... $1,993 BST .... $20,905 ... 0.3% .... 9.60% ... $2,006 BGY ... $20,884 ... 0.3% .... 7.20% ... $1,504 ETW ... $20,723 ... 0.3% ... 8.62% ... $1,786 BCAT .. $19,882 ... 0.3% .. 10.01% ... $1,990 STK .... $11,926 ... 0.2% ... 6.92% .... $825 ACV ... $8,060 ..... 0.1% ... 11.15% ... $898 CHY ... $8,041 .... 0.1% ... 11.32% ... $910 EVF .... $7,902 ... 0.1% ... 10.26% ... $811 =========================================