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2022 Birthday Buys - 3 Months Later
Just wanted to give a quick update on my Birthday Buys from this year and report out on their performance through 1 quarter.

Taxable Brokerage
Purchase Price $285.88
Current Price $263.06 (-8%)
Dividends Collected $1.24

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$TGT (Trades aren't showing in my history list)
Purchase Price $220.01
Current Price $237.20 (+8%)
Dividends Collected $3.60

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Roth IRA
Purchase Price $142.49
Current Price $126.42 (-11%)
Dividends Collected $2.32

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Purchase Price $198.13
Current Price $225.98 (14%)
Dividends Collected $0.90

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$HSY is the clear winner thus far, but we are playing the long game. I have already added more to my $KMB and $TGT positions. $HSY is at the top of my list to add to, currently.

Way-Too-Early 2023 Birthday Buy Watchlist

Taxable

I am rounded out on my sector/industry diversification. Looking for strong businesses with growth potential. Dividends are a plus, but not necessary!

Roth IRA

Looking for Healthcare & Utility exposure in my Roth. Open to any suggestions! Dividend is a requirement in this account!

Any recommendations?

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