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

To: chowder who wrote (1661)	2/20/2024 4:17:38 PM
From: chowder	1 Recommendation Recommended By agniv Read Replies (1) \| Respond to of 21741

Re: Young Folk Portfolio ... 1 Sell .. 5 Add Ons The mid-month contribution in the amount of $400 hit the Roth account. The cash was spread among 4 holdings. I added to the following: CTAS .. SHW .. SPGI .. SPY. I continue to add a little to SPY every month. The other 3 holdings are the smallest positions in portfolio value and I wish to bring them up in size with the other holdings. I did sell the position in SO. Since I am using ETF's within the portfolio, I want to lower the number of equities being held. SO was in the taxable account so this is a taxable event. I took the proceeds from that sale which were above $11K and I put the full amount into XLK. All holdings in the portfolio are set up for automatic dividend reinvestment.