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Strategies & Market Trends : Young and Older Folk Portfolio
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From: QTI on SI11/4/2025 4:29:14 PM
8 Recommendations   of 23491
 
Here’s the plain and boring alphabetized one-liner summary by ticker from the 11/4/2025 posts:

ADP – mrw11g added 4 shares; jbadam28 initiated a new position this week.
AGM – cemanuel holding after a strong earnings rally; plans to sell near $200 or if momentum fades.
APLD – Smart_Asset had a buy order that expired; will reconsider limit.
BAM – Max Fletcher holding large position; expects strong long-term growth.
BEP / BEPC – Max Fletcher holding large position; sees strong renewable prospects and high yield.
BIPC / BIP – kbs1 exploring renewables; Max Fletcher clarified they’re infrastructure plays.
BLK – mrw11g sold 1 share to fund ADP addition.
BLOX – cajman1 added to position in income bucket.
BTCI – cajman1 and mykesc2020 both added today.
CORZ – Smart_Asset’s buy order expired; may re-enter later.
CRWV – Smart_Asset’s buy order expired; may re-enter later.
GIS – QTI calling for interest in staples (GIS, HRL, SJM) but no takers yet.
HRL – QTI calling for interest in staples (HRL, GIS, SJM) but no takers yet.
META – Marmalade down ~16.5%; unsure whether to hold or sell. weathersystems holding and monitoring 200-day SMA.
PFE – cemanuel holding after solid beat and raised earnings.
PGR – jbadam28 initiated position after ~30% drop; first insurance holding.
SJM – QTI calling for interest in staples (SJM, HRL, GIS).
SLV – cemanuel filled out position.
SMH – QTI added more in both HSA and IRA accounts.
VOLT – Smart_Asset’s buy order expired; may re-enter later.
VRT – Smart_Asset’s buy order expired; may re-enter later.
VZ – cemanuel sold full position.
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