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Strategies & Market Trends : Young and Older Folk Portfolio

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From: cemanuel12/16/2025 5:49:36 AM
3 Recommendations

Recommended By
chowder
Riojas54
Tam3262

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My plan for today is to sell a little more SGOV. Gonna split the buys between AVGO, IBIT, and FIX.

Bitcoin has been bouncing along between $85k-$95 k for a while. Of course it could go lower but it's set up pretty strong support. Odd having to be a chartist but for this I don't see another way to look at it. Sitting at about 40% of a full position with it.

FIX has growth numbers to rival any tech stock not named Nividia. I always have to bit the bullet when I raise my CB on a big winner - it's a triple for me. Plus based on PE it's trading high. But with the kind of growth it has and the cooling that's gonna be needed by data centers (if they get built like everyone expects), it's decently valued IMO.

These will all be small buys, in the $5k range each.

I'm also looking at MU. I think it could follow the same pattern as AVGO and NVDA have recently - beat but not have a blowout. If that happens I suspect it will drop post-ER. So I'll be ready to add a bit over the next few days.
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