Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (23399)	12/10/2025 7:00:35 PM
From: jritz0	Read Replies (1) of 23916

RE: At some point we’re going to have a market rotation into underperforming sectors, I want to get ahead of it. Can you clarify that statement? You front run earnings in some accounts, mostly use momentum and sell under performers often. Are you going to be selling to build the underperforming sectors? Maybe you can clarify which accounts you will be adding to the underperforming sectors. I don't mean to be confrontational; I'm just trying to follow along. I'm still bullish but I may move some of my JEPI to KHPI and possibly trim positions.

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