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Strategies & Market Trends : Young and Older Folk Portfolio
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To: jritz0 who wrote (21682)10/28/2025 8:24:33 PM
From: Max2.01 Recommendation

Recommended By
jritz0

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Ok, fair enough. Some of these funds are relatively new without a lot of market cycle performance experience, JEPI.(Which I have a position) might very well be the worst of the bunch. I do have SPYI and it seems to be outperforming JEPI in the short term. I think I will watch EGGS, JEPI and SPYI for a while longer before I make any changes. I don't understand this completely but sometimes funds will hit a rough patch for a short period and then take off again whereas some times the reverse happens.

I was real happy with SCHD for a number of years and then they seemed to underperform the last year or two. My Mantra is to refrain from reacting to short term stuff. I am still holding a sizable position in SCHD with an expectation that their algorithm is still sound and we are presently in an unusual set of market characteristics. If SCHD continues to underperform going forward, it will be evidence that my thinking was wrong.
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