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Strategies & Market Trends : Young and Older Folk Portfolio
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From: SeeksQuality11/13/2025 2:00:09 PM
5 Recommendations

Recommended By
Chowderfan
ddbpaso
Fireball Dividend
Lucia
QTI on SI

   of 24789
 
Posted on SA... As you know, moved some 15% of the portfolio into DIVI, VXUS, VGK, between October and February last year. I believe that trade has largely played out (the "easy money" is gone and any further relative gains depend on a variety of assumptions that are less certain), and am considering moving a third of that back into US funds - likely into SCHD and JEPI as I am not interested in ramping up beta and risk exposure here, and value stocks are attractively priced.

Out of respect for the good people here, I ask that comments and discussion be taken to SA. Thanks!
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