Wall Street's Best Stocks Portfolio Conservative Stocks Symbol Date Bought Price Bought Price on 8/2/2021 Dividends YTD Div Freq. Gain/ Loss % Rating The Coca-Cola Company KO 2/2/21 $41.90 $56.88 $0.84 Quarterly 38% Hold Investors Bancorp, Inc. ISBC 7/6/21 $13.90 $13.68 $0.00 Quarterly -2% Sell Mueller Water Products, Inc. MWA 8/3/21 New $14.75 $0.00 Quarterly New Buy Sun Life Financial Inc. SLF 6/2/21 $54.08 $51.83 $0.00 Quarterly -4% Buy TC Energy Corporation TRP 2/2/21 $42.73 $48.31 $1.40 Quarterly 16% Hold Moderate  …

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 is  …

According to the Investment Company Institute, the average 401k plan offers 13 mutual funds, with more than half of the assets invested in U.S. stock funds and target-date funds. Some  …

Wall Street's Best Stocks Portfolio Conservative Stocks Date Bought Symbol Price Bought Price on 7/6/2021 Dividends YTD Div Freq. Gain/ Loss % Rating The Coca-Cola Company First Issue KO $41.90 $53.87 0.84 Quarterly 31% Hold Orange S.A. 5/4/21 ORAN $12.61 $11.31 0.61 Semi Annually -6% Sell Sun Life Financial Inc. 6/2/21 SLF $54.08 $50.85 0.00 Quarterly -6% Buy TC Energy Corporation First Issue TRP $42.73 $49.52 1.40 Quarterly 19% Hold Moderate  …

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  …

Wall Street's Best Stocks Portfolio Conservative Stocks Date Bought Symbol Price Bought Price on 5/31/2021 Dividends YTD Div Freq. Gain/ Loss % Rating The Coca-Cola Company First Issue KO $41.90 $55.29 0.42 Quarterly 33% Hold Orange S.A. 5/4/21 ORAN $12.61 $12.80 0.00 Semi Annually 2% Buy Sun Life Financial Inc. New SLF — $53.86 — — — Buy TC Energy Corporation First Issue TRP $42.73 $51.06 0.69 Quarterly 21% Hold Moderate  …

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 is  …

My dad didn’t worry too much about retirement. He was a truck driver, and the Teamsters offered a pension plan. He figured that with Social Security in his future, he  …

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  …

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  …