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


To: threewoodcapital who wrote (1526)5/8/2023 3:50:07 PM
From: chowder2 Recommendations

Recommended By
Mister D
Waitress

  Respond to of 21789
 
TMO was sold last week to raise cash to be reinvested elsewhere.

I added 24 shares to ARE and then added anywhere from 1 to 5 shares in:

TSCO .. APD .. SPGI .. MKC .. SHW .. AWK .. MAA .. ESS .. VICI.

I'm keeping the number of holdings under 40 as I would prefer a smaller number of companies that are larger in size as opposed to a lot of small positions.