Another nice week for my portfolios with all seeing healthy gains.

Income Portfolio: Opened a new position in $ROK . Increased holdings in $VIG and $VNQ . Collected dividends on $GD $BK $CARR and $APD . Trimmed position in $CARR

Growth Portfolio: Increased position sizes of both $ENPH and $SWAV.

Speculative: Nil.

DRIP portfolio: +7.92%

SPY: +8.23%

Semiconductors: +19.99%

Technology: +11.98%

Industrials: +11.20%

Healthcare: +1.19%

Space&Defense: +0.89%

$MRVL +29.88%

$ASML +28.86%

$LRCX +27.64%

$ROK +27.13%

$NVDA +25.95%

$IIPR -13.6%

$ABBV -8.07%

$RTX -3.41%

$JNJ -3.23%

$LMT -2.49%

$BA $BMY $KHC $SHOP $WM $CME $AEP $GD $SPOT $BSX $HUM $TMUS $LW $ADP $IVZ $TRN $SHW $HES $ROK $CCJ $NSC $R $NYCB $PAG $ODFL $EXTR $CPG $LYG $GPC $TEL $TDY $CAMT $APH $BG $TECK $OC $CS $AVY $ICL $FSS $HLT $RCI $ALKS $OTIS

New Lows Today @ 10am: $CSCO, $ORCL, $ACN, $INTC, $UPS, $SCHW, $UL, $TGT, $ZTS, $NSC, $ETN, $ROP, $VMW, $WBA, $CMG, $WIT, $DELL, $LULU, $TT, $AME, $ODFL, $EBAY, $STT, $NDAQ, $ROK, $EFX, $CDW, $DOV, $EXPE, $SUI, $VFC, $SWK, $BBY, $NTAP, $DRI, $IEX, $JHX, $CBOE

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