Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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Menominee

Richard_IFI

To: chowder who wrote (1654)	1/4/2024 11:22:44 AM
From: chowder	2 Recommendations of 21736

There is an error in the Young Folk Portfolio update. I forgot to add on of the purchases in SPY. I reported: SPY ........ $38,459 .... 11.6% of the portfolio value ..... +4.0% capital gain. The position is actually $48,956 and represents 14.3% of the portfolio value. My objective is to eventually get it up to a minimum of 20% of the portfolio value. Today I sold the position in AAPL. I decided to replace it with XLK, a technology ETF. XLK represents 3.7% of the portfolio value.

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