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Strategies & Market Trends : Young and Older Folk Portfolio

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ddbpaso

Markbn

Mili21

To: Markbn who wrote (21533)

10/21/2025 4:10:48 PM

From: chowder

3 Recommendations of 21910

Re: I believe you initiated a position in CVX in the Legacy Portfolio. What are the next steps?

When I see a +5% return, I will double down again.

I actually misspoke yesterday. CVX wasn't a new holding, it was an add on holding. The initial purchase had achieved my +3% criteria for an add on, now I'll wait for +5% and then double down again.

10/20/2025 (40 shares)

07/07/2025 (35 shares - initial purchase)

40	$153.79	$153.53	$6,151.60	$6,141.20	+$10.40	+0.17%	Short Term
35	$153.79	$147.05	$5,382.65	$5,146.75	+$235.90	+4.58%	Short Term
Total	75			$11,534.25	$11,287.95	+$246.30	+2.18%

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