Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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To: SeeksQuality who wrote (13958)	2/11/2025 11:03:42 AM
From: SeeksQuality	4 Recommendations of 21741

Exited PLD on a one-month 10% gain, put the money into NEE -- now a leading position. My top holdings following this (all are 3%+ positions representing 60% of our portfolio): MSFT, GOOG, AMZN, BRK.B, AAPL, UNP, PEP, MRK, ABBV, CMI, NEE, UNH, ES, AEP. I wouldn't add to BRK.B or AAPL here. Might trim except that those shares are entirely in our taxable account and that doesn't get traded. I believe the other 12 are all strong holdings and good buys here, which is why I've built them up.

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