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Strategies & Market Trends : Young and Older Folk Portfolio

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From: QTI on SI10/31/2025 4:10:14 PM
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Recommended By
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chowder
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and 7 more members

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Here’s the alphabetized one-liner summary by ticker (10/31/2025) for today’s Silicon Investor activity:

  • AAPL: Steve Mac trimmed near 52-week high to fund income CEFs; 5-88 plans to add before year-end.

  • ABBV: chowder highlighted 5.5% dividend hike; Mili21 noted stock drop despite raised guidance.

  • AEP: macbolan reported strong recovery; chowder added more for income.

  • AMZN: 5-88 avoiding; Max 2.0 remarked on +10% daily gain despite disliking the stock.

  • AVGO: 5-88 plans to buy; chowder added in Young Folk Portfolio.

  • COST: 5-88 plans to add before year-end.

  • CTRE: weathersystems holds; monitoring stability.

  • CVX: chowder added for income.

  • D (Dominion): Smart Asset opened new position (AI data-center theme); chowder passing.

  • DLR: weathersystems holds; no new trades.

  • DUK: chowder added for income.

  • ENB: chowder added for yield.

  • ESS: chowder added; income play.

  • GIS: 5-88 plans to buy before year-end.

  • GOOG: jritz0 prefers ETF exposure; no direct holding.

  • HON: macbolan rotated into from SOLS.

  • HSY: mykesc2020 sold due to slowing growth; off CCC list.

  • HWM: chowder added in Young Folk Portfolio.

  • IRM: weathersystems holds; steady REIT position.

  • KMB: chowder added for defensive income.

  • LLY: chowder added in Young Folk Portfolio.

  • MDB: chowder added in Young Folk Portfolio.

  • MO: chowder added; 5-88 plans additional buy.

  • MRVL: chowder holds with +36% gain; continued confidence.

  • MSFT: 5-88 plans to add before year-end.

  • NVDA: 5-88 plans to add before year-end.

  • OHI: mykesc2020 long since 2014; QTI added from VZ trim; no cuts, 6.4% yield.

  • PANW: chowder added in Young Folk Portfolio.

  • PEP: chowder added for income.

  • PFFA: garygr, cajman1, Max 2.0 bullish; steady 8–9% yield.

  • PRU: chowder added for yield.

  • RFI: Steve Mac added with AAPL trim proceeds.

  • SJM: 5-88 plans to buy before year-end.

  • SO: chowder added for income.

  • SOLS: macbolan rotated out, replaced with HON.

  • SPY: chowder trimmed slightly to rebalance.

  • UTF: Steve Mac added using AAPL proceeds.

  • VICI: mykesc2020 holding; others trimming or avoiding; yield ~6%.

  • VZ: QTI trimmed to fund OHI buy; chowder added for income.

  • WEC: chowder added for yield.

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