Current Portfolio | WSBS 821

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  

Portfolio Updates | WSBS 821

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  

Current Portfolio | WSBE 721

Wall Street's Best ETFs Portfolio ETFs Symbol Date Bought Price Bought Price on 7/6/2021 Gain/ Loss % Rating Dividends YTD Div Freq. Cohen & Steers REIT and Preferred Income RNP First Issue $23.34 $27.15 18% Hold $0.50 Monthly Consumer Discretionary Select Sector SPDR XLY First  

The More You Know | WSBE 721

Environmental Investing, Sustainable, and Governance Investing (ESG), also called Impact or Socially Responsible Investments (SRI), are funds that invest in companies and organizations that intend to make a measurable, beneficial