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Strategies & Market Trends : Young and Older Folk Portfolio
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From: QTI on SI10/29/2025 6:11:20 PM
15 Recommendations

Recommended By
Balancedinvestor
Chairo Kiisu Ichiro
chowder
Chowderfan
eaglebear

and 10 more members

   of 21825
 
Here’s a concise one-liner summary by ticker based on today’s (10/29/2025) board activity:

XLKI – Smart_Asset reports early gains (+6.4%) since August entry; holding with stop-loss at $25 as fund is thinly traded but off to a solid start.

JEPI – Still viewed by jritz0 as a core, defensive covered-call fund though newer peers like EGGS may offer better recovery potential in up markets.

EGGS – Gaining attention for faster recovery post–April selloff; more tech-weighted than JEPI and compared favorably vs. QQQ funds by jritz0.

SCHD – QTI notes long-term satisfaction but sees recent underperformance tied to AVGO removal; now gradually rotating into DGRO as a partial replacement.

CAIE – Mentioned briefly by MikeAzu in appreciation of jritz0’s earlier note, no performance commentary given.

NVDA / INTC – cemanuel skeptical of Intel turnaround despite recent NVDA investment; QTI counters with optimism citing historical tech revival examples.

FI – Reported by Just Fine as collapsing 40% premarket on poor earnings; confirmed by Mili21 noting a free fall from $237 earlier this year.

CAT – Chowder highlights +13.5% surge, calling it both an industrial bellwether and AI-infrastructure play; strong sentiment on continued demand.

V (Visa) – Chowder notes 14% dividend hike, reinforcing financial strength and payout resilience.

AEP – QTI reports all-time highs driven by capex boost to meet power demand; Max Fletcher adds it’s a top core utility holding alongside NEE, SRE, ETR, WEC, BEP — with bullish analyst backing from Wells Fargo.

UTG / UTF / XLUI – Kohlberg adds to UTF after tender offer and starts a small XLUI position (60% ROC) as a call-writing utility fund; Max2.0 considering a starter position but cautious about sustainability of high yield.

BTCI / CBTO – Kohlberg notes BTCI outperforming SPY since inception; jritz0 has rotated to CBTO for lower volatility crypto exposure.

ARCC / OBDC / MAIN – Mili21 opened small Roth-401 positions in ARCC and OBDC to gain BDC exposure; waiting for MAIN’s yield to reach 8%.
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