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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans
10350 415 0
Emcee:  chowder Type:  Moderated
Introduction Compact
NO POLITICS! .. Other topics and investment styles welcome. There is no right way or wrong way to invest here, only a way to try and make whatever way you choose a better way of getting results for you.

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The portfolios I report on here are real portfolios using real money. They are not model portfolios. I provide two examples of portfolios I manage for people in different aspects of their investing lives.

1) Young Folk Portfolio.
2) Older Folk Portfolio.
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YOUNG FOLK PORTFOLIO:

This is a growth portfolio, thus SPY is the the portfolio benchmark.

UPDATED -- 09/21/2024

Message 34833501

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SENIOR CITIZEN PORTFOLIO:

Posted 05/12/2024

Message 34664725

No longer tracking. The portfolio has been turned back over to the client now that they are retired.
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OLDER FOLK PORTFOLIO 2.0:

Since this is a growth and income portfolio, using equity and fixed income, I'm using VWELX, which does the same, as the benchmark.

UPDATED -- 09/22/2024

Message 34834423

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ReplyMessage PreviewFromRecsPosted
10350S&P 500 Will Likely Report Earnings Growth Above 7% For Q3 insight.factset2hugo-an hour ago
10349I don't think the competition will catch up to NVDA, and if it does, it'chowder3an hour ago
10348Overview of potential NVDA competitors spectrum.ieee.orgsm1th33 hours ago
10347ADX has been good in the short time I have owned it. REXR looks very interestinMax2.0-12 AM
10346Couple more portfolio moves today.... In the big taxable part, I re-initiated amacbolan-yesterday
10345RE SCHG Split Sorry for the earlier short replay, I was headed out the door to jritz0-yesterday
10344SQ is correct. All brokerages need to account for every penny of value and thatMax2.0-yesterday
10343I did start a position in ADM today. I'll be building this one up in size ovchowder3yesterday
10342RE: SCHG SCHG will rise or fall depending on the underlying positions, nothing jritz03yesterday
10341Yes. That's why I would add too but I was just wondering if it's better misscbd-yesterday
10340Re: would you add shares now ...??? thinking price will go up? I would not necechowder5yesterday
10339re Schg split... would you add shares now ...??? thinking price will go up?misscbd-yesterday
10338Earlier today I said .. FAST is +4.37% in premarket. This is the type of earchowder2yesterday
10337Re: JAAA .... JAAA's 6.4% dividend yield should decline in the coming monthchowder-yesterday
10336Three Mile Island nuclear reactor to reopen in 2028. Owned by Constellation Enerkbs1-yesterday
10335Schwab and other brokerages should let investors know this ahead of time so us nDon01022-yesterday
10334You should receive the cash in a day or two. It's all about how the brokeragSeeksQuality2yesterday
10333There was no cash distribution for the fractional shares yet.Don01022-yesterday
10332Fractional shares are a bookkeeping fiction maintained by the brokerage, they doSeeksQuality6yesterday
10331Just checked my SCHD split and noticed that Schwab gave the 3 for 1 on whole shaDon01022-yesterday
10330Fastenal GAAP EPS of $0.52 beats by $0.01, revenue of $1.91B beats by $10M Oct.chowder3yesterday
10329I have SCHG is several accounts and they just split at 4 for 1.chowder3yesterday
10328ASGI (21¢) & THQ (18¢) declare October dividends x-dates Oct 24th,InDivGrowthWeTrust-yesterday
10327Wow, you are right! My SCHD shares alone are now generating $35K in annual incMax2.02yesterday
10326They adjusted my share count for SCHD, but the dividend is now 10.48%. Needs tokbs1-Thursday
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