SI
SI
discoversearch

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 (1531)5/25/2023 5:30:29 PM
From: chowder  Read Replies (1) | Respond to of 21842
 
Re: Young Folk Portfolio ... Purchases


Today I liquidated the TGT position which generated $4,055 in cash to be invested into the following current holdings.

DPZ - 4 shares
SYY - 14 shares
ABT - 10 shares
NKE - 7 shares
NSC - 3 shares
NEE - 10 shares
DG - 2 shares
IHI (a healthcare ETF) - 46 shares

This brought these holdings up to the following market values:

IHI .... $12,049
NEE .. $10,239
DG .... $10,235
ABT .. $10,191
NSC .. $10.165
DPZ .. $10,103
SYY .. $10,061
NKE .. $10,018

These moves were made in the taxable account. TGT was a profitable holding +52% at the sale today.

All holdings in this portfolio are set up on dividend reinvestment.