CURRENT TRADE
There are no trades currently advised for the Growth & Income Model Portfolio.
PRIOR TRADE
Growth & Income Effective Trade Date: July 28, 2025
As indicated on our Hotline Trade Alert of Friday, July 25, effective Monday, July 28, we made the following trade(s) in our Growth & Income Portfolio.
| Action | Fund | Shares | Price | Value | Old % | New % | ||
|---|---|---|---|---|---|---|---|---|
| Sold: | Telecom & Utilities [FIUIX] | 5,124.16 | $35.69 | $182,881.27 | 14 | 0 | ||
| Bought: | Low-Priced Stock [FLPSX] | 4,099.56 | 44.61 | 182,881.15 | 0 | 14 | ||
| Some figures are rounded. | ||||||||
Discussion:
In the Growth & Income Model, we sold our entire position in Telecom & Utilities [FIUIX] and purchased Low-Priced Stock [FLPSX] with the proceeds.