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Strategies & Market Trends : Young and Older Folk Portfolio
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From: QTI on SI11/4/2025 4:31:32 PM
6 Recommendations

Recommended By
cemanuel
Lee333
Lucia
mykesc2020
Riojas54

and 1 more member

   of 23432
 
Here’s the 11/4/2025 summary by action type:

Buys / Adds
  • ADP – mrw11g added 4 shares; jbadam28 started a new position.

  • BLOX – cajman1 added to income bucket.

  • BTCI – cajman1 and mykesc2020 both added today.

  • PGR – jbadam28 initiated a position after ~30% pullback (first insurance stock).

  • SMH – QTI added more in both HSA and IRA accounts.

Holds / Watching
  • AGM – cemanuel holding after strong earnings; may trim near $200.

  • BAM / BEP / BEPC – Max Fletcher holding large renewable/infrastructure positions; bullish long-term.

  • META – Marmalade down 16.5% but holding; weathersystems watching 200-day SMA.

  • PFE – cemanuel holding post-earnings beat and raised guidance.

  • SLV – cemanuel completed position.

  • QTI – highlighting staples (GIS, HRL, SJM) as potential value plays; no takers yet.

Sells / Trims
  • BLK – mrw11g sold 1 share to fund ADP purchase.

  • VZ – cemanuel fully exited position.

Missed / Expired Orders
  • APLD, CORZ, CRWV, VOLT, VRT – Smart_Asset’s limit orders expired; may reconsider entries later.

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