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Strategies & Market Trends : Young and Older Folk Portfolio
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From: chowder10/31/2025 12:46:12 PM
1 Recommendation

Recommended By
Markbn

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Re: Young Folk Portfolio ...

The monthly contribution of $600 hit the account today. This is a Roth contribution.

I added $100 each to the following holdings:

AVGO .. HWM .. LLY .. MDB .. PANW .. SPY.

AVGO is a new position and has grown to +5.13% return, so it qualified for an add on.

HWM is a new position has a +6.63% return, qualifying it for an add on.

MDB, a new position, is up +9.87%. If I had more cash, I would have added even more.

PANW, a new position, is up +6.92% so it too qualified for an add on.

LLY is up +164.70% and had an outstanding earnings report so I wanted more of it.

As for SPY, I trimmed that holding to buy the holdings listed above. SPY is by far the largest holding in this portfolio, but I want to replenish it a little after having trimmed it.
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