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Strategies & Market Trends : Young and Older Folk Portfolio

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From: QTI on SI11/5/2025 4:34:40 PM
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Here’s the alphabetized one-liner trade summary for 11/5/2025:

ADX — QTI adds from VZ trim proceeds, riding that discount like a pro.

AMGN — Mili21 sparks chatter with a +18% pop; long-time holders like dan1944 and GoneToCarolina cheer while Steve Mac and QTI compare ABBV-sized trophies.

APL D / BW / CORZ / CRWV / VOLT / VRT / PTSG — Smart_Asset keeps the data center dream alive, hoarding digital gold and preaching AI-powered patience.

BEP / BEPC — macbolan wonders if a swap is smart; Max Fletcher confirms “I did it already” and pockets the higher yield — renewable energy arbitrage at its finest.

BIP / BIPC — Mentioned as the infrastructure cousin; Max Fletcher trades them like seasonal fruit when spreads ripen.

BLOX / BTCI — Not active today but tied to recent chatter; still glowing in income portfolios.

BME — macbolan adds to his IRA; QTI nods in approval, calls it a buy, but stays disciplined — “already overweight.”

HTGC — QTI starts a fresh 8% yielder BDC — MAIN and ARCC welcome their new, shiny dividend cousin.

KMB — macbolan buys 10 shares under $100; ChillyWillie sells $99 puts for $3.10 — teamwork makes the tissue work.

MAIN / OHI / VZ — QTI trims VZ, eyes OHI and MAIN for better yield choreography.

MPLX — jbadam28 joins the pipeline party, impressed by 10% div growth and an 8.4% yield; the K-1 crowd nods knowingly.

NAC / VCV / MUC / NKX — macbolan reallocates muni bond call proceeds across California’s CEF scene — CEF income > GO bond boredom.

TGT — QTI smells takeover rumors and throws out bait; the crowd leans in.

GROIN — garygr started a position in a hernia support belt (Market reaction: painful drawdown)

Misc — macbolan’s healthcare premium rant (“$3800/month?!?”) morphs into a HELOC-meets-tax-loophole think tank where Max2.0, cemanuel, cajman1, and Smart_Asset try to out-IRS each other — all without getting audited (yet).
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