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Strategies & Market Trends : Young and Older Folk Portfolio
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From: chowder10/1/2025 12:58:08 PM
3 Recommendations

Recommended By
peterad
suncoaster
The Beard

  Read Replies (2) of 23076
 
Re: Legacy Portfolio ...

I made another couple of moves in this portfolio.

HWM was a new purchase I opened about a week ago at $2K. As I stated at the time, when HWM rises 3% above my cost basis I would add more. Today it hit that +3% benchmark and I added another $5K to it. The holding is now at $7,872 in value, and when the price rises +5% on the total position, I will double down.

I also added to NEE today. It's a fairly new holding and today saw it up +7% so I added a little more.

I sold some shares in SGOV to make these purchases.
--------------------------------------------------------

NEE:

10/01/2025

07/28/2025 (first purchase)

50$77.0655$76.99$3,853.28$3,849.50+$3.78+0.1%Short Term
100$77.0655$71.84$7,706.55$7,184.00+$522.55+7.27%Short Term
Total150$11,559.83$11,033.50+$526.33+4.77%
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