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Strategies & Market Trends : Young and Older Folk Portfolio

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To: Keowee who wrote (21651)10/27/2025 7:43:09 PM
From: QTI on SI  Read Replies (1) of 21713
 
Re. Yes, like you I'm also impressed by ADX and it has been on my radar for some time, but because I own quite a bit of BST, I didn't see the need to add it. But now, since I'm thinking about trimming BST early next year, it may be a good time for me to start building ADX position. If I remember correctly, ADX has been around since 1929?

Re. NBXG, it has only been around since 2021. I normally shy away from funds that have less than 10 years of distribution history. So, even though I track it on my chart (because it's popular with some folks here) I have no plans of owning it. The other issue that I see with NBXG is that the distribution is entirely RoC, so essentially it is returning investor's own money (see below).

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