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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder10/15/2025 3:51:12 PM
1 Recommendation

Recommended By
stockpickeron

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Re: Legacy Portfolio ...

I wanted to add more SLV today but price is running away the last couple of days, so I held off.

I had purchased a new position in MCK and TMO recently. I had already added to TMO once it showed a 3% return. I have added a few times in fact. I decided to add a few more shares today.

10/15/2025 (10 shares)
10/03/2025 (9 shares)
09/05/2025 (6 shares)
07/28/2025 (10 shares)
07/23/2025 (10 shares)
07/14/2025 (5 shares - opening position) up +23.39%

10$526.30$528.36$5,263.00$5,283.55-$20.55-0.39%Short Term
9$526.30$542.75$4,736.70$4,884.75-$148.05-3.03%Short Term
6$526.30$501.16$3,157.80$3,006.96+$150.84+5.02%Short Term
10$526.30$483.84$5,263.00$4,838.40+$424.60+8.78%Short Term
10$526.30$474.17$5,263.00$4,741.65+$521.35+11%Short Term
5$526.30$426.88$2,631.50$2,134.40+$497.10+23.29%Short Term


I purchased MCK in the past week and that initial lot finally reached my +3% add on point. I doubled up on the initial amount of shares.

10/15/2025 (5 shares)
10/13/2025 (5 shares - opening position) up +3.67%

5$790.7746$789.05$3,953.88$3,945.25+$8.63+0.22%Short Term
5$790.7746$762.81$3,953.88$3,814.07+$139.81+3.67%Short Term


I also added to CEG, a new holding which was purchased this month and is doing well.

10/15/2025 (10 shares)
10/13/2025 (20 shares)
10/08/2025 (10 shares)
10/07/2025 (10 shares - opening position) up +13.02%

10$403.88$405.48$4,038.80$4,054.80-$16.00-0.39%Short Term
20$403.88$383.79$8,077.60$7,675.70+$401.90+5.24%Short Term
10$403.88$369.34$4,038.80$3,693.40+$345.40+9.35%Short Term
10$403.88$357.37$4,038.80$3,573.67+$465.13+13.02%Short Term
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