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Strategies & Market Trends : Young and Older Folk Portfolio
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From: chowder10/20/2025 10:03:13 AM
3 Recommendations

Recommended By
chap107
Dividendretire2
SeeksQuality

   of 22384
 
Re: Legacy Portfolio ...

I have been using momentum based tactics in this portfolio. Some of those assets have down very well and I'm leaving them alone. NVDA, PLTR, MRVL for example. However some of the others haven't moved as quickly as I would have liked, and those positions remained small. So, I decided to either add or sell and chose sell on most of the smaller positions, the others I added to and will be listed below..

I sold the following holdings today:

PYPL .. HWM .. MCK .. GEV .. CRWV .. MDB .. PANW .. CEG .. TMO .. IBIT.

I was able to put $75K into SGOV and then added to O. I will probably add another REIT or two by months end. I also added to JPM and SNA.

I took out new positions in PEP, CVX, and JNJ. I'm getting a little defensive here.
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