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

To: chowder who wrote (1665)	3/1/2024 11:31:43 AM
From: chowder	Read Replies (1) \| Respond to of 21753

Re: Young Folk Portfolio ... The first of the month contribution in the amount of $200 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. These add ons were purchased yesterday and with the close of the month this portfolio is up 10.9% YTD with SPY being up 7.49%. So far so good.