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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder	8/30/2023 3:05:06 PM
	1 Recommendation Recommended By Menominee of 21738

Today in the Young Folk Portfolio, I sold IHI the medical device ETF. I've been narrowing down the holdings where I only keep the better performing assets, or those with the better performance expectations going forward. This sale generated a little over $10,000. The following holdings had $3k each added to them: AAPL .. ACN .. MSFT. The remaining $1k+ was added to NVDA. It is my belief that these 4 assets will outperform IHI over the long-term and I want to build these positions up in size. This brings AAPL up to $11,422 in value. This brings ACN up to $11,401 in value. This brings MSFT up to $11,163 in value. For now I am trying to keep them equally weighted before cutting them loose and letting them see who can outperform the other. This also brought NVDA up to $12,243 in value. I'm willing to keep NVDA a little more over weighted than the others for now. The average sized holding in this portfolio is $11,179 so as you can see, I finally got to bring these positions up to a full position and will add to them going forward.

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