Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder	4/9/2025 1:02:48 AM
	Read Replies (6) of 21840

The Young Folk Portfolio is way overweight growth companies. This portfolio has 18 holdings and I can go up to 20. I'm not interested in adding two more holdings but I would like to add a holding which gives me a little better diversification than what SPY offers. This portfolio has a large position in SPY, more than 25% of the portfolio value. I'm looking at 26.5% of the portfolio value with a market value of $104,794. I'm thinking of trimming $15,000 in SPY later today and opening a position in SCHD with all of the proceeds from the sale. Any thoughts? Any suggestions?

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