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Strategies & Market Trends : Young and Older Folk Portfolio
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Recommended by:
bootss@cat
chap107
chowder
mykesc2020
Riojas54
From: QTI on SI10/28/2025 6:55:12 PM
5 Recommendations   of 21701
 
One liner summary on tickers talked about today:

Closed-End Funds (CEFs)
  1. ADX – Adams Diversified Equity Fund
    • Praised for its long history, low expenses, and similarity to the S&P 500; several posters own or plan to add.

  2. NBXG – Neuberger Berman Next Generation Connectivity Fund
    • Central debate topic about its RoC distributions; some view as tax-efficient, others as risky but high-performing.

  3. BST – BlackRock Science and Technology Trust
    • Mentioned as a tech CEF some are trimming to rotate into ADX.

  4. CAIE – Calamos Autocallable Income ETF
    • Discussed as a structured-note income product; jritz0 adding periodically for diversification.

Business Development Companies (BDCs)
  1. ARCC – Ares Capital Corporation
    • Reported decent earnings; several adding or holding through pullback for reliable income.

  2. MAIN – Main Street Capital
    • Core BDC holding; strong satisfaction with growing distributions via reinvestment.

  3. BXSL – Blackstone Secured Lending Fund
    • Held as a smaller “full-size” BDC position by Markbn.

  4. GBDC – Golub Capital BDC
    • Another smaller BDC holding within a diversified portfolio.

  5. OBDC – Blue Owl Capital Corporation
    • Listed among long-term BDC holdings with stable performance.

ETFs / Option-Income / Structured Funds
  1. QDPL – NEOS S&P 500 High Income ETF (or similar NEOS fund)
    • Example of ETF purposely using RoC for tax efficiency.

  2. JEPI – JPMorgan Equity Premium Income ETF
    • jritz0 sold 27% to rotate into newer income ETFs like EGGS after strong performance.

  3. EGGS – YieldMax EGGS Option Income Strategy ETF
    • Bought with proceeds from JEPI; has outperformed SPY since inception with 12%+ yield.

  4. BLOX – YieldMax BLOX Option Income Strategy ETF
    • Added by jritz0 alongside EGGS for enhanced income diversification.

  5. GLDM – SPDR Gold MiniShares Trust
    • Added to diversify into gold exposure.

  6. KGLD – KraneShares Gold ETF
    • Another gold-linked ETF purchased to broaden commodity allocation.

  7. KSLV – KraneShares Silver ETF
    • Silver counterpart to KGLD, added for metals exposure.

Individual Stocks / Equities
  1. NVDA – NVIDIA Corporation
    • Chowder highlighted its continued strong gains, up another 4.6% intraday.

  2. INTC – Intel Corporation
    • Up 106% YTD; discussed nostalgically as QTI’s former employer and 401K plan.

  3. NWE – NorthWestern Energy Group
    • Mentioned as a long-term holding sold for a loss before merger with BKH.

  4. BKH – Black Hills Corporation
    • Benefited after merging with NWE, per RetiredInvestor 2013.

  5. ES – Eversource Energy
    • One of Chowder’s incremental $100 retirement portfolio additions.

  6. NEE – NextEra Energy
    • Small incremental buy in Chowder’s retirement portfolio.

  7. CEG – Constellation Energy
    • Another small addition in retirement portfolio energy exposure.

  8. GEV – GE Vernova
    • Purchased in small quantity as part of Chowder’s end-of-month buys.

  9. ADP – Automatic Data Processing
    • Modest top-up in Chowder’s diversified dividend portfolio.

  10. KR – Kroger
    • Small retail addition in Chowder’s retirement portfolio.

  11. MA – Mastercard
    • Incremental buy as part of consistent portfolio expansion.

  12. TJX – TJX Companies
    • Added modestly for retail exposure by Chowder.

  13. O – Realty Income
    • Received $5K addition as Chowder builds REIT exposure.

  14. ESS – Essex Property Trust
    • Newly opened REIT position; not added further this round.

  15. CUBE – CubeSmart
    • New $5K REIT position initiated in Chowder’s Legacy Portfolio.

  16. ENB – Enbridge
    • Added $5K after “Landman” inspired more energy investment.

Summary:

  • 4 CEFs

  • 5 BDCs

  • 7 ETFs / structured-income products

  • 16 individual equities

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