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

To: RetiredInvestor 2013 who wrote (21619)	10/27/2025 9:41:00 AM
From: chriscrna	2 Recommendations Recommended By Tam3262 TeamTina Respond to of 21753

Last 5 years returns WTRG TR 9.22% Avg per year 1.78% with dividends reinvested AWK TR 0.20% Avg per year 0.04% with dividends reinvested. That 3.3% dividend doesn't look enticing with this returns.

To: RetiredInvestor 2013 who wrote (21619)	10/27/2025 11:58:37 AM
From: Just Fine	2 Recommendations Recommended By macbolan Steve Mac Read Replies (2) \| Respond to of 21753

Sold WTRG in in 3 of 4 accounts. Held in taxable - it’s a short term gain there and no short term losses currently to offset it. All three accounts were successful with 20+% gains in the short term not including dividends. Purchased more ARTNA with the proceeds to keep it in the water Utes category. Higher yield also at 3.65%