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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans
17753 453 1
Emcee:  chowder Type:  Moderated
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.

I will not tolerate criticism of others and how they invest. Feel free to share what you do, how you do it, and why you do it, but I will not allow you to infer others are knuckleheads for how they invest. I will not tolerate food fights, you can always go to SA for that.

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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.
==================

YOUNG FOLK PORTFOLIO: ... Growth

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

UPDATED -- 05/11/2025

Message 35132379

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LEGACY PORTFOLIO: ... Growth and Income

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 -- 04/08/2025

Message 35096261
============================

RETIREMENT PORTFOLIO: ... Income and Growth

UPDATED -- 05/17/2025

Message 35138584

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ReplyMessage PreviewFromRecsPosted
17753PIK? Read the SA piece but still not sure of the meaning.mancat-21 minutes ago
17752<<I was able to get around it. Went the normal route (for me): Trade ---&gSmart_Asset-32 minutes ago
17751I was able to get around it. Went the normal route (for me): Trade ---> Bondsdiegosan141 minutes ago
17750fwiw The ability to buy or sell Bonds is disabled on Schwab at this time on my Smart_Asset-an hour ago
17749Re: Legacy Portfolio ... Today I trimmed the position in SGOV to make some buyschowder22 hours ago
17748Trimmed MSFT, rolled the $180 option forward on GOOGL, cut TXN, added to ADBE, CSeeksQuality13 hours ago
17747Picked up AVGO this morning. Day late for the next dividend but that's OK. Icemanuel13 hours ago
17746Yesterday I posted this comment: >>> Based on current options prices,chowder-3 hours ago
17745Re: Guess that is one way to get open, but WOW! Another step or two farther bchowder14 hours ago
17744That was the sloppiest game I've seen them play all year. It was depressing.chowder-4 hours ago
17743Watching other video from that game, I see that nobody has bothered to tell ClarSeeksQuality-6 hours ago
17742Not great last night. Lot of standing around, late on defensive switches and CC cemanuel-6 hours ago
17741It was so very satisfying to see Sophie take down Jacy who basically decided to HarPik212 AM
17740Another nice article highlighting PIK for BDCs. I do not own either of these mmykesc2020-yesterday
17739They are so jealous and fearful of her that the teams decided to physically try chowder2yesterday
17738OT: What's going on with Caitlin Clark? Saw video of a couple fouls that looSeeksQuality1yesterday
17737I have been building a position in ACN in the Retirement Portfolio, basically frchowder-yesterday
17736@Chowder: I think it was you that got me to look at OKLO. If so, thanks. It micarbolady1yesterday
17735Oh crap, I was thinking one company and describing another I read about. Thanks chowder2yesterday
17734StockRover Analyst view of ZS: [graphic]weathersystems-yesterday
17733Re: ZS Huh? Are you confusing Zscaler that is a cybersecurity company that is liHarPik1yesterday
17732You beat me to it! I was just going to add this chart from StockRover. [graphweathersystems1yesterday
17731When it comes to high growth companies, I ignore valuations. Most analysts are vchowder-yesterday
17730I've been watching ZS even though it failed my quality screener. It's cuweathersystems-yesterday
17729ZS uses data, strategy, and tech to help companies—mostly in healthcare—work smachowder1yesterday
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