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

To: chowder who wrote (1647)	1/1/2024 3:37:05 PM
From: eaglebear	2 Recommendations Recommended By Menominee Richard_IFI Read Replies (1) \| Respond to of 21738

Thanks, Chowder, for the update. Cool to see the amount withdrawn being that substantial and there is still plenty of dividends to reinvest to drive up the portfolio value and income. Really instructional to watch your work overtime here!

To: chowder who wrote (1647)	1/2/2024 11:03:54 AM
From: Secret Recipe	Respond to of 21738

Ah, thank you Chowder, the Christmas gift I have been waiting for.

To: chowder who wrote (1647)	1/2/2024 11:20:37 AM
From: chowder	2 Recommendations Recommended By Menominee Richard_IFI Respond to of 21738

I put some of the cash to work today that was sitting in the Older Folk Portfolio. I added $4K each to the following: Symbol and Yield ... CMI .. 2.81% PAYX .. 2.99% UPS .. 4.12% ECAT .. 9.14% FTHY .. 11.26% XFLT .. 13.61% OXLC .. 19.43% ECC .. 19.58%

To: chowder who wrote (1647)	1/2/2024 2:11:03 PM
From: agniv	3 Recommendations Recommended By chowder Menominee Smart_Asset Respond to of 21738

Thanks for posting the Old Folk update. It provides helpful inspiration.

To: chowder who wrote (1647)	2/24/2024 12:33:41 PM
From: mrolive	1 Recommendation Recommended By Waitress Read Replies (1) \| Respond to of 21738

Just wondering... Is the OFP invested in taxable, tax differed or a combination of both? Very impressive long term results!

To: chowder who wrote (1647)	2/25/2024 9:37:59 AM
From: agniv	Read Replies (1) \| Respond to of 21738

Good Morning, Chowder. I am anxious to see your current OFP holdings. Do you plan to publish one soon? Thank you, Al

To: chowder who wrote (1647)	3/9/2024 8:23:12 AM
From: chowder	6 Recommendations Recommended By 1RustyNail agniv Markbn Menominee misscbd and 1 more member Read Replies (1) \| Respond to of 21738

Re: OLDER FOLK PORTFOLIO ... UPDATED 03/09/2024 Portfolio Balance: $6,513,094 Annual Income: $426,556 (forward 12 months - not counting the interest from cash) Portfolio Yield: 6.85% Dividend Growth 5 Years: 0.9% Holdings: 128 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 - $358,862.55 .. +15.3% 2024 - $62,910 (2 months) .. +26.8% Year over Year ------------------------------------------------ * This portfolio is in the withdrawal phase where $6,000 per month is coming out. Additionally, an extra $150,000 was withdrawn from the account and is invested outside of this portfolio earning 5.4% interest. * -------------------------------------------- SECTOR BREAKDOWN: Financials ................... 22% Utilities ....................... 21% Cons. Staples ............ 20% Real Estate ................ 8% Healthcare ................. 8% Info. Technology ........ 7% Energy ....................... 4% Industrials .................. 4% Cons. Discretionary ... 3% Communications ........ 3% Materials .................... 1% ---------------------------------- This portfolio is holding $299,364 in cash, most of it in SPRXX with a 5.02% yield. This cash will be invested as opportunities arise. Symbol ..... Value ..... % Port. ..... Income MO .......... $183,712 ... 3.0% ... $17,199 O ............. $137,035 ... 2.2% .... $7,971 SO .......... $131,182 ... 2.1% .... $5,322 ABBV ..... $124,130 ... 2.0% .... $4,303 DUK ....... $121,508 ... 2.0% .... $5,247 KO ......... $116,233 ... 1.9% ... $3,788 PEP ....... $115,602 ... 1.9% ... $3,842 WEC ...... $114,129 ... 1.8% ... $4,666 KMB ....... $113,327 ... 1.8% ... $4,401 PG ......... $110,693 ... 1.8% ... $2,597 NEE ....... $109,629 ... 1.8% ... $3,906 SRE ....... $104,082 ... 1.7% ... $3,631 UTG ........ $99,634 .... 1.6% ... $8,454 OBDC ..... $96,587 .... 1.6% ... $9,423 MAIN ...... $95,954 .... 1.5% ... $6,027 ARCC ... $94,900 ... 1.5% ... $8,883 BMO ..... $94,370 ... 1.5% ... $4,480 AEP ...... $89,034 ... 1.4% ... $3,738 GIS ....... $85,033 ... 1.4% ... $3,075 ENB ...... $84,629 ... 1.4% ... $6,366 RFI ......... $83,698 ... 1.3% ... $6,662 BSTZ ...... $83,369 ... 1.3% ... $5,400 AMGN .... $82,783 ... 1.3% ... $2,721 HD ......... $82,510 .... 1.3% ... $1,989 PRU ....... $81,328 .... 1.3% ... $3,806 LNT ..... $78,309 ... 1.3% ... $3,047 UL ....... $76,672 ... 1.2% ... $2,870 AIO ...... $74,774 ... 1.2% ... $6,797 ETV ..... $73,213 ... 1.2% ... $6,383 BDJ ..... $72,472 ... 1.2% ... $5,974 RY .......... $69,334 ... 1.1% ... $2,847 VICI ........ $68,556 ... 1.1% ... $3,908 BST ........ $62,906 ... 1.0% ... $5,063 BMEZ ..... $62,535 ... 1.0% ... $4,084 AVGO ..... $62,299 ... 1.0% ... $999 NBXG ... $62,281 ... 1.0% ... $6,168 CM ........ $62,172 ... 1.0% ... $3,324 BX ......... $61,807 ... 1.0% ... $1,643 ETW ...... $61,602 ... 1.0% ... $5,291 ASGI ..... $59,374 ... 1.0% ... $6,048 ETO ........ $59,200 ... 1.0% ... $3,939 BEP ........ $58,169 ... 0.9% ... $3,451 SJM ........ $57,127 ... 0.9% ... $2,025 HTGC ..... $56,628 ... 0.9% ... $5,002 IGA ......... $55,871 ... 0.9% ... $5,083 EVT ....... $55,247 ... 0.9% ... $4,298 BCAT ..... $53,144 ... 0.9% ... $5,136 ACV ....... $52,498 ... 0.8% ... $4,923 XYLD ..... $52,077 ... 0.8% ... $5,089 EFT ....... $51,688 ... 0.8% ... $5,625 RYLD ..... $51,268 ... 0.8% ... $6,298 QYLD ..... $50,663 ... 0.8% ... $5,828 JEPI ....... $47,891 ... 0.8% ... $3,660 ARDC .... $47,800 ... 0.8% ... $4,821 UPS ....... $45,858 ... 0.7% ... $1,942 IDE ........ $45,106 ... 0.7% ... $4,007 WDI ....... $44,742 ... 0.7% ... $5,313 MDLZ .... $43,749 ... 0.7% ... $1,035 ECAT .... $43,659 ... 0.7% ... $4,603 IGD ....... $43,030 ... 0.7% ... $4,057 ORI ....... $42,256 ... 0.7% ... $1,547 ADC ...... $42,194 ... 0.7% ... $2,170 FRA ...... $41,861 ... 0.7% ... $4,826 XFLT ..... $41,470 ... 0.7% ... $5,915 NIE ....... $41,041 ... 0.7% ... $3,780 OXLC ... $40,724 ... 0.7% ... $7,547 MAV ..... $40,488 ... 0.7% ... $1,843 ECC ..... $38,499 ... 0.6% ... $6,429 EVF ...... $36,854 ... 0.6% ... $3,921 ARES ... $36,836 ... 0.6% ... $1,021 TEAF ... $35,182 ... 0.6% ... $3,317 TYG ..... $34,774 ... 0.6% ... $3,356 AQN .... $34,270 ... 0.6% ... $2,320 NMZ .... $33,294 ... 0.5% ... $1,790 SPE .... $30,805 ... 0.5% ... $2,839 BGB .... $30,641 ... 0.5% ... $2,923 ETG .... $30,383 ... 0.5% ... $2,024 THQ .... $30,378 ... 0.5% ... $3,254 PTA ..... $30,361 ... 0.5% ... $2,516 EVN .... $30,221 ... 0.5% ... $1,629 HTD .... $30,216 ... 0.5% ... $2,581 FLC .... $30,162 ... 0.5% ... $2,045 PDX .... $30,155 ... 0.5% ... $2,017 EOS .... $29,974 ... 0.5% ... $2,036 BGX .... $29,838 ... 0.5% ... $3,042 MS ........ $27,183 ... 0.4% ... $1,061 JFR ....... $26,419 ... 0.4% ... $3,133 PMX ...... $25,392 ... 0.4% ... $1,323 BXSL ..... $25,334 ... 0.4% ... $2,567 EXG ...... $25,325 ... 0.4% ... $2,082 CSWC ... $25,159 ... 0.4% ... $2,350 RQI ....... $24,841 ... 0.4% ... $1,972 BIPC ..... $24,028 ... 0.4% ... $1,103 EIM ....... $22,181 ... 0.4% ... $1,198 NXG ...... $20,918 ... 0.3% ... $3,567 PHD ...... $20,144 ... 0.3% ... $2,302 FTHY .... $20,050 ... 0.3% ... $2,170 NPFD .... $16,042 ... 0.3% ... $1,316 MAA ...... $15,812 ... 0.3% .... $689 ECF ...... $15,282 ... 0.2% .... $970 OCCI ..... $15,244 ... 0.2% ... $2,651 LYB ....... $15,217 ... 0.2% .... $769 BRW ..... $15,174 ... 0.2% ... $2,132 BANX ... $15,132 ... 0.2% ... $1,458 DCF ...... $15,088 ... 0.2% .... $740 JPI ........ $15,056 ... 0.2% .... $934 JAAA .... $14,978 ... 0.2% .... $939 FSCO ... $14,972 ... 0.2% ... $1,723 FSK ...... $14,762 ... 0.2% ... $1,968 GBDC ... $14,748 ... 0.2% ... $1,464 T ........... $14,714 ... 0.2% .... $949 TCPC ... $14,072 ... 0.2% ... $1,819 KVUE ... $13,787 ... 0.2% .... $550 NTG ..... $12,623 ... 0.2% ... $1,045 PDT ..... $12,338 ... 0.2% ... $1,042 JRI ..... $12,069 ... 0.2% ... $1,249 RA ...... $12,051 ... 0.2% ... $1,316 PFO .... $12,041 ... 0.2% .... $794 HYB ... $12,003 ... 0.2% .... $796 EXR ... $11,756 ... 0.2% .... $505 PDO .... $11,090 ... 0.2% ... $1,302 PFN ..... $10,927 ... 0.2% ... $1,279 EIC ...... $10,889 ... 0.2% ... $1,657 VZ ....... $10,793 ... 0.2% .... $726 BTI ...... $10,790 ... 0.2% ... $1,081 HFRO ... $10,790 ... 0.2% ... $740 RLTY .... $10,014 ... 0.2% ... $922 MPW .... $6,772 ..... 0.1% ... $972 And before you ask, MPW??? ... It is +15.3% plus dividends.