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Strategies & Market Trends : Young and Older Folk Portfolio

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Recommended by:
agniv
peterad
From: chowder10/8/2025 10:42:13 AM
2 Recommendations   of 23022
 
Re: Legacy Portfolio ...

I still had a good amount of cash to put to work in this portfolio since I liquidated all BDC's with the exception of MAIN. I will keep that for now.

I added to:

NXG ..... 13.06% yield
AVK ..... 11.01% yield
SPE ...... 8.46% yield
BOE ...... 8.05% yield
ERH ..... 7.80% yield

Just yesterday I opened a new position in CRWV. It's off to a fast start so I added more today. In fact I doubled down.

40$135.165$136.09$5,406.60$5,443.52-$36.92-0.68%Short Term
20$135.165$129.58$2,703.30$2,591.58+$111.72+4.31%Short Term
10$135.165$126.77$1,351.65$1,267.68+$83.97+6.62%Short Term
10$135.165$128.08$1,351.65$1,280.83+$70.82+5.53%Short Term


I also opened a new position in CEG yesterday and it already hit +3% so I added more today.
10$368.5719$369.34$3,685.72$3,693.40-$7.68-0.21%Short Term
10$368.5719$357.37$3,685.72$3,573.67+$112.05+3.14%Short Term

I added more GLD today. I already posted those results. But I also added to SLV today, bringing the silver position up in size.
115$44.5256$44.43$5,120.44$5,108.88+$11.56+0.23%Short Term
100$44.5256$43.13$4,452.56$4,312.50+$140.06+3.25%Short Term
235$44.5256$42.65$10,463.52$10,022.75+$440.77+4.4%Short Term
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