aggressive stocks

Current Portfolio | WSBS 421

Conservative Stocks Symbol Price Bought Price on 3/31/2021 Dividends YTD Gain/Loss % Rating Unilever PLC UL $42.84 $55.90 0.514 32% Hold The Coca-Cola Company KO $41.90 $52.69 0.420 27% Hold TC Energy Corporation TRP $42.73 $45.76 0.691 9% Hold Moderate Stocks Symbol Price Bought Price on 3/31/2021 Dividends YTD Gain/Loss % Rating National Storage Af-filiates Trust NSA $27.39 $40.28 0.350 48% Hold Conagra Brands, Inc. CAG $29.87 $37.81 0.000 27% Hold The Toronto-Dominion Bank TD $40.82 $65.47 0.000 60% Hold Aggressive Stocks Symbol Price Bought Price on 3/31/2021 Dividends YTD Gain/Loss % Rating cbdMD, Inc. YCBD $2.25 $4.12 N/A 83% Sell Clean Ener-gy Fuels Corp. CLNE — $13.64 — 419% Sold OneMain Holdings,  

Current Portfolio | WSBS 321

Conservative Stocks Price Bought Price Bought Price on 3/1/2021 Gain/Loss % Rating Unilever PLC UL $42.84 $52.64 22.88% Hold The Coca-Cola Company KO $41.90 $49.90 19.09% Hold TC Energy Corporation TRP $42.73 $42.54 -0.44% Hold Moderate Stocks Price Bought Price Bought Price on 3/1/2021 Gain/Loss % Rating National Storage Af-filiates Trust NSA $27.39 $38.44 40.34% Hold Conagra Brands, Inc. CAG $29.87 $34.15 14.33% Hold The Toron-to-Dominion Bank TD $40.82 $61.45 50.54% Hold Aggressive Stocks Price  

Portfolio Updates | WSBS 321

PORTFOLIO UPDATES Conservative Stocks As a conservative investor, you are less willing to accept market swings and significant changes in the value of your portfolio in the short- or long-term. Capital preservation  

Current Portfolio | WSBS 221

Conservative Stocks Symbol Price Bought Price on 2/1/2021 Gain/Loss % Rating Unilever PLC UL $42.84 $58.38 36.27% Hold The Coca-Cola Company KO $41.90 $48.48 15.70% Hold TC Energy Corporation TRP $42.73 $43.13 0.94% Hold Moderate Stocks Symbol Price Bought Price on 2/1/2021 Gain/Loss % Rating National Storage Af-filiates Trust NSA $27.39 $37.43 36.66% Hold Conagra Brands, Inc. CAG $29.87 $34.20 14.50% Hold The Toron-to-Dominion Bank TD $40.82 $56.56 38.56% Hold Aggressive Stocks Symbol Price Bought Price on 2/1/2021 Gain/Loss  

Portfolio Updates | WSBS 221

Determine Your Investing Style It’s critical to take your investing temperature so that you know how much of a risk-taker you are, which will help you determine your investing strategy. I’ve