CURRENT TRADE
There are no trades currently advised for the Income Model Portfolio.
PRIOR TRADE
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 Income Portfolio.
| Action | Fund | Shares | Price | Value | Old % | New % | ||
|---|---|---|---|---|---|---|---|---|
| Sold: | Telecom & Utilities [FIUIX] | 2,495.23 | $35.69 | $89,054.79 | 15 | 0 | ||
| Bought: | Low-Priced Stock [FLPSX] | 1,996.30 | 44.61 | 89,054.81 | 0 | 15 | ||
| Some figures are rounded. | ||||||||
Discussion:
In the Income Model, we sold our entire position in Telecom & Utilities [FIUIX] and purchased Low-Priced Stock [FLPSX] with the proceeds.