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Strategies & Market Trends : Young and Older Folk Portfolio

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chowder

Markbn

To: chowder who wrote (15607)	4/9/2025 8:55:57 AM
From: jritz0	2 Recommendations of 21933

RE: YFP Your son's portfolio should be overweight growth. I would suggest adding a small cap fund. I know tariffs will hurt small caps but when all is settled, small usually lead the way out of recessions. I'm a fan of the Capital Group ETFs and own CGDV and like CGCV. Nothing wrong with SCHD, I have a large position but it may be worthwhile to check out the CG funds. It also might make sense to buy VFLO, a cash flow fund that improves upon COWZ

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