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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder9/30/2025 2:30:00 PM
2 Recommendations

Recommended By
agniv
The Beard

   of 21733
 
Re: Young Folk Portfolio ...

The $600 monthly contribution hit the account today. I placed the cash into the 5 smallest holdings as I wish to bring them up in size.

I added to the following:

HWM ... $200
AVGO .. $100
MDB .... $100
PANW .. $100
IBIT ...... $100 (Bitcoin)

Position Sizing:

HWM represents 0.2% of the portfolio value. .. AVGO, MDB, and PANW represent 0.6% each. ... IBIT represents 0.9%.
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