SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Young and Older Folk Portfolio

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
QTI on SI
Ridgelander
To: QTI on SI who wrote (21312)10/15/2025 6:48:58 PM
From: jritz02 Recommendations  Read Replies (1) of 22474
 
RE: Generated chatter summary from today to help me grasp/follow some conversations here.

Very entertaining but I believe there is some AI hallucination going on :^)

Regarding CEFs; I didn't buy AGD, Doug Albo bought it and Chowder did after my mention of Doug's recommendation.
I do trade CEFs because I think it is still a place in the market where alpha can be created and I find the disconnect between price and reality fascinating.

Regarding my discipline; "Doesn’t chase simplicity — prioritizes mechanical efficiency and risk mitigation."

You got it half right

I'm all about simplicity, that's why I don't bother with DGI investing anymore or buying any individual stocks for that matter. I feel I don't have to research dozens of individual stocks, particularly in the staples space. If I want somewhat protected income, I buy index equity funds that offer downside protection with possible double the distribution that will take staples' dividend growth years to reach, with no single company risk.

My largest holding by far other than cash is QDPL that is the ultimate in simplicity for someone looking for growth that will stay within 10% or so of SPY while offering around 5% yield.

I'm still all about cashflow in the overall picture but I like to hedge and have plenty of room for growth.

Like I said, that was an enjoyable read but I needed to set the record straight.
Carry on
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext