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

To: chowder who wrote (1587)	9/28/2023 11:31:15 AM
From: chowder	1 Recommendation Recommended By Markbn Respond to of 21937

Re: Young Folk Portfolio: Today I sold NEE in the Taxable Account. I wanted to wait until the first of the year to sell because this sale did trigger a taxable event but I decided to sell it now and get it over with. The sale generated $8,145. The proceeds went into the following assets. ABT ..... $1,500 SO ....... $1,500 PEP ..... $1,500 HD ....... $1,500 AAPL ... $500 ACN .... $500 MSFT .. $500 DE ...... $325 MA ...... $320 These were the smallest positions in the Taxable Account and I wanted to bring them up in size within proximity of the other holdings. Here are the current market values as of today. ABT ...... $11,247 SO ....... $11,268 AAPL ... $11,797 PEP ..... $11,822 ACN .... $11,899 MA ....... $11,941 DE ....... $11,974 MSFT .. $12,071 HD ....... $12,251

To: chowder who wrote (1587)	10/13/2023 3:16:25 PM
From: chowder	Respond to of 21937

Re: Young Folk Portfolio: The mid-month cash contribution hit the account today in the amount of $400. The cash all hit the Roth account and was invested in the following: SHW .... $100 SPGI .... $100 SPY ..... $100 TSCO .. $100 Other than SPY, these were the three smallest positions in the Roth and I want to bring them up in size within proximity of the other holdings. SPY is the largest holding and one that I plan on adding to every month. Here are the current market values as of today's close. SHW .... $7,738 SPGI ... $7,671 TSCO .. $7,771 SPY .... $20,606 I will do an update of this portfolio over the weekend.