Content by Nancy Zambell

Current Portfolio | WSBS 521

Conservative Stocks Symbol Price Bought Price on 5/3/2021 Dividends YTD Gain/Loss % Rating Unilever PLC UL $42.84 $59.21 $0.51 39% Sell The Coca-Cola Company KO $41.90 $54.48 $0.42 31% Hold TC Energy Corporation TRP $42.73 $49.84 $0.69 18% Hold Moderate Stocks Symbol Price Bought Price on 5/3/2021 Dividends YTD Gain/Loss % Rating National Storage Af-filiates Trust NSA $27.39 $44.81 $0.35 65% Hold Conagra Brands, Inc. CAG $29.87 $37.50 $0.00 26% Hold The Toronto-Dominion Bank TD $40.82 $68.59 $0.00 68% Hold Spirit Realty Capital SRC $42.27 $47.24 $0.63 13% Hold Aggressive Stocks Symbol Price Bought Price on 5/3/2021 Dividends YTD Gain/Loss % Rating cbdMD, Inc. YCBD — $3.69 — — Sold OneMain Holdings, Inc. OMF $29.49 $56.17 $3.95 104% Hold Textainer  

The More You Know | WSBS 521

Last month, we delved into the definition of Growth Investing. Today, let’s talk about Value Investing – another investing strategy favored by some of the most successful investors in the  

Feature Recommendation | WSBS 521

Orange is a telecom company that boasts the leading fiber platform in rural France with 4.5 million awarded FTTH (fiber to the home) lines spread across 23 Public Initiative Networks.  

Current Portfolio | WSBE 521

ETFs Symbol Price Bought Price on 5/3/2021 Gain/Loss % Rating Dividends YTD Cohen & Steers Infrastructure Fund, Inc UTF $26.89 $29.23 10% Hold $0.47 Cohen & Steers REIT and Preferred Income RNP $23.34 $25.96 13% Hold $0.37 Consumer Discretionary Select Sector SPDR XLY $116.94 $178.07 53% Hold $0.26 SPDR S&P 500 ETF Trust SPY $218.25 $418.20 92% Hold $1.28 Vanguard Dividend Appreciation Index VIG $105.13 $154.16 47% Hold $0.51 Mutual Funds Symbol Price Bought Price on 5/3/2021 Gain/Loss % Rating Dividends YTD Artisan  

The More You Know | WSBE 521

Stocks and Exchange-Traded Funds are bought and sold all day, on the secondary market. That’s not the case with mutual funds. When you buy or sell a mutual fund, you  

Feature Recommendation | WSBE 521

First Trust Dow Jones Global Select Dividend Index Fund (FGD) tracks the Dow Jones Global Select Dividend IndexSM and seeks investments that correspond generally to the price and yield (before  
What is an ETF Worth to Your Portfolio?

What is an ETF Worth to Your Portfolio?

An ETF, or exchange traded fund, is a collection of securities that track an index or industry. These securities can be made up of stocks, bonds, commodities, or a mix.