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Strategies & Market Trends : Young and Older Folk Portfolio

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chowder
Das Kapital
jritz0
suncoaster
To: chowder who wrote (15616)4/9/2025 6:14:10 AM
From: SeeksQuality4 Recommendations  Read Replies (1) of 22054
 
I thought you said you were trimming 15% of your SPY position?

Regardless, that is a move I would have done in December, not now. If building a position in SCHD now, I would either exchange funds from other dividend/value stocks or do it through periodic investment over the next couple years. I don't think the valuation here favors a lump sum move.
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