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Portfolio Updates | WSBE 521

PORTFOLIO UPDATES ETFs Cohen & Steers Infrastructure Fund (UTF) Cohen & Steers Infrastructure Fund is a closed-end equity fund investing primarily in value stocks of infrastructure companies across all market capitalizations in the  

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  

Updates 840

SELL Zynga Inc. (ZNGA) | Daily Alert April 6 Updated from WSBD 829, May 21, 2020 We’re taking some winners off the table. Sell Zynga. Ian Cooper, The Cheap Investor, support@thecheapinvestor.com, March 27,  

Funds & ETFs 840

iShares Select Dividend ETF (DVY)| Daily Alert March 29 Dividends are important to our portfolio’s performance. iShares Select Dividend ETF is up 25% from the 91.82 used in our report last  

Current Portfolio | WSBE 421

ETFs Symbol Price Bought Price on 3/31/2021 Gain/Loss % Rating Dividends YTD Cohen & Steers REIT and Preferred Income RNP $23.34 $24.39 5% Hold 0.12 Consumer Discretionary Select Sector SPDR XLY $116.94 $168.07 44% Hold 0.26 SPDR S&P 500 ETF Trust SPY $218.25 $396.33 82% Hold 1.28 Technology Select Sector SPDR XLK — $132.81 219% Sold — Vanguard Dividend Appreciation Index VIG $105.13 $147.08 40% Hold 0.51 Mutual Funds Symbol Price Bought Price on 3/31/2021 Gain/Loss % Rating Dividends YTD Artisan Mid Cap  

Funds & ETFs 839

*Nuveen AMT-Free Municipal Credit Income Fund (NVG) Muni bonds are superior to Treasuries two ways. First, they pay more. Even with the 10-year rate popping above 1.6% earlier this week, we  

Current Portfolio | WSBE 321

ETFs Symbol Price Bought Price on 3/1/2021 Gain/Loss % Rating SPDR S&P 500 ETF Trust SPY $218.25 $389.58 78.50% Hold Cohen & Steers REIT and Preferred Income RNP $23.34 $23.28 -0.26% Hold Vanguard Dividend Appreciation Index VIG $105.13 $141.86 34.94% Hold Consumer Discretionary Select Sector SPDR XLY $116.94 $164.93 41.04% Hold Technology Select Sector SPDR XLK $42.01 $134.90 221.11% Sell Mutual