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Strategies & Market Trends : Young and Older Folk Portfolio

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From: QTI on SI	11/3/2025 4:11:00 PM
	10 Recommendations of 23254

Here’s the alphabetized one-liner summary by ticker from today’s posts (11/3/2025): ADP – Fireball Dividend re-established a 1.6% position, citing valuation reset and “dividend growth monster” quality with a near-term dividend hike expected. APLD – Smart_Asset added along with CORZ and VRT as part of a data-storage buying spree. AVUV / SFLO / XSMO – jritz0 holds these small-cap ETFs, expecting small caps to be higher within a year. CPSN / CPRO – garygr opened new positions in both tickers after jritz0’s mention and feels confident about them. CRMV – Smart_Asset bought (likely typo for CRWV) as part of storage/data theme buys. ED – cemanuel sold as part of portfolio cleanup of lagging performers. ESS – chowder added to ESS in the Retirement Portfolio alongside other dividend holdings. GIS – chowder added today for dividend reliability; QTI opened a new small position citing 5%+ yield. HWM – on watchlist by onlywords among several active tech and industrial names. HRL – QTI initiated a new small position with 5%+ yield and A- S&P rating. IBIT – cemanuel opened a starter 85-share position to gain Bitcoin exposure via ETF. JNJ – chowder added to his personal portfolio in today’s buys. KMB – heavy focus today: major price drop on KVUE deal; chowder added in multiple portfolios; Just Fine and lizardK reopened/bought near $103 with 4.9% yield; Kiisu swapped KVUE > KMB; general consensus sees solid dividend safety despite uncertainty. KVUE – tied to KMB merger headlines; Patsfan and Charliebrown noted “two dogs unite” CNBC segment; Kiisu sold KVUE to add KMB. LOW – cemanuel sold as part of portfolio trimming. LYB – cemanuel sold to clean up weaker performers. MAIN – Kiisu added to MAIN using proceeds from multiple small ROTH sales. MDB – chowder noted +8% premarket jump on new CEO and guidance beat; onlywords watching and considering front-running move. MDLZ – on watchlist for several; chowder added last Friday; QTI watching as food-sector rebound candidate. MO – Kiisu added to MO in his ROTH. MRK – cemanuel sold in cleanup move. NEE – Kiisu sold from ROTH DGP-2. NVDA – chowder highlighted another +4.22% daily gain, calling it unstoppable. O – chowder added to personal portfolio for income. OGE – Kiisu sold from two ROTHs to consolidate positions. ORI – chowder added to personal portfolio for income. PAYX – mentioned by Fireball Dividend as a peer under pressure alongside ADP. PEP – chowder added last Friday; cited as reliable food-sector dividend payer. PFE – cemanuel evaluating whether to sell; decision pending. PLTR – on watch by onlywords ahead of after-hours earnings; “already moving up.” SGOV – cemanuel bought to park funds after selling laggards; may double position size later. SLB – cemanuel sold. SLV – cemanuel bought silver ETF, citing favorable 80:1 silver/gold ratio. SMH – QTI added to HSA for growth exposure. SO – Kiisu sold in one ROTH, added in another (SOBO/SO mix). VOLT – Smart_Asset added as part of data-center/storage theme. VRT – Smart_Asset added to data infrastructure buys. VZ – cemanuel considering a sale soon. XEL – Kiisu sold from ROTH DGP-3. XOM – Kiisu added to ROTH.

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