SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Young and Older Folk Portfolio
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: chowder who wrote (13957)2/11/2025 10:39:13 AM
From: SeeksQuality1 Recommendation

Recommended By
Markbn

  Read Replies (1) of 21739
 
"Almost every sector is beating the market YTD. It sure doesn't feel like it."

If your investments aren't booming, you might be overweight in Tech and Discretionary? I have a total of 18% in those sectors combined, concentrated in AMZN, MSFT, AAPL, and NVDA. I've been talking about this for a couple months now, as I haven't been finding decent risk-adjusted values in the sector. Figure I'll hang on to my favorites but look elsewhere for the other 82% of my funds.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News