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Strategies & Market Trends : Young and Older Folk Portfolio
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From: QTI on SI12/19/2025 6:10:57 PM
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Here is a ONE-LINER SUMMARY (Alphabetized by Ticker/Topic) (Includes the entire week's board conversations that I missed):

AEP – Listed in Kiisu’s portfolio; no new activity.
AIO – Discount widened sharply; NAV strong; considered a top mean-reversion buy.
AIR BNB – Lodging inflation discussed by mykesc2020; unrelated to trades.
AQMNX – jritz added to this market-neutral mutual fund for hedging.
ARDC – Chowder added; ~10% yield as part of cash-flow boost.
AVD V – jritz swapped into AVDV for international small-cap value exposure.
AVGO – Heavy discussion; widely bought on selloff; valuation improving per multiple posters; Chowder added after expected short-covering.
AWK – macbolan added after selling IYRI in taxable account.
AWR – Also added by macbolan as part of water-utility allocation.
BCAT – Chowder added; extremely high yield (~22%).
BIP – Kiisu initiated full basis position.
BITI – Still held by jritz as part of digital-asset exposure.
BLW – Chowder added for income; ~10% yield.
BLOX – Part of jritz’s digital-asset basket.
BME – December distributions confirmed (no changes).
BDJ – Declared year-end special distribution.
BNDI – ALinVA opened starter NEOS allocation from CD proceeds.
BRW – Chowder added; ~14% yield.
BST – Declared special distribution; several holders pleased.
BSTZ – Declared special distribution.
BUI – Premium rich; still popular; declared special; multiple adds for ex-date.
BKH – Chowder added.
BMY – jvincen2 bought for a paid-to-wait cap-gain trade.
BTCI – Held by jritz.
CAIE – MikeAzu added.
CEF – Large Kiisu holding (11%); no new trades.
CEG – Chowder added using MSFT proceeds.
CII – mac still holding; no new action.
CLX – Repeated debate; some see risk; mac re-entered at lower price for higher yield.
CM – Praised for resilience and multi-year recovery.
CSQ – Distribution raised 19.5%; seen as attractive vs. NAV trend.
CVX – In Kiisu’s portfolio; no new trades.
DGP – Kiisu portfolio category reference.
DEO – jritz sees value; Fireball cites updated guidance downgrade; Chowder cautious due to no forward guidance.
DFIV – jritz added as international value ETF.
DIVI – Declared Q4 distribution; YoY distribution up 11%.
DNP – Overvalued premium CEF per CEF summary; trim/avoid for new buys.
DUK – Chowder trimmed due to overweighting.
EOG – Listed in Kiisu’s holdings.
EOS / EOI – In Kiisu’s portfolio; EOS oversold per Z-stats.
ERH – mykesc waiting to buy; CEF screens show deep discount.
ES – Kiisu sold entirely in tIRA.
ESS – Chowder sold and rotated into IYRI.
EVRG – Large Kiisu holding.
FIX – Cemanuel added more; huge growth tied to data-center buildout.
FRA – Chowder sold his last floating-rate fund as rate-cut cycle begins.
FTHY – Chowder added; ~10% yield.
GDX / GDXJ – jritz opened small gold-miner trades as part of debasement theme.
GEV – Chowder added for growth tilt.
GGN – jritz bought for gold-correlated income exposure.
GIS – Earnings beat lowered expectations; up ~2%; Alpha Spread sees 22% undervaluation.
GLTR – jritz bought instead of adding UTF; inflation/debasement play.
GLW – Chowder added.
GOOGL – jritz trimmed during tech rotation.
HII – Dan rotated out of LMT into HII for better growth outlook.
HRL – Kiisu increased to full position.
HYBI – ALinVA opened starter NEOS bond allocation.
IBIT – cemanuel adding as BTC consolidates.
IYRI – Major theme: many bought; Chowder using as REIT replacement; mykesc waiting; jritz recommends it over individual REITs.
IYW – Trimmed by jritz as part of tech rotation.
JNJ – Part of core holdings for multiple posters.
KMB – Generally viewed as weak; several have exited; GIS comparison theme.
LLY – Strong demand; remains near highs; Chowder highlights its “strong get stronger” behavior.
LMT – Sold by Dan due to cost overrun concerns; rotated into HII.
LVHI – 19.9% YoY distribution increase; strong international income ETF.
MAIN – Announced special dividend; widely owned.
MCD – Regaining momentum; Chowder reconsidering earlier sell plan; others adding.
MELI – Viewed as long-term strong despite tariff-driven slowdown; some averaging down.
MLPI – New NEOS MLP ETF that jritz purchased.
MO – Added by several; stable income anchor.
MRVL? – Not explicitly summarized earlier but tech losses referenced by Marmalade.
MUC / NAC / NKX / VCV – mac used these muni funds after selling PFE.
MU – Being watched for post-ER opportunity; some adding.
NBXG – Deep discount; Chowder adding; QTI rates it very attractively priced.
NEE? – Listed in Kiisu’s holdings.
NIHI – New NEOS international ETF jritz bought.
NVDA – Buy-the-dip theme; China demand for H200 chips; multiple adds.
O – Added heavily; now the only individual REIT Chowder still holds.
OKE – Strong buy theme; added by Chowder and others.
ORCL – Dividend safety downgraded due to heavy AI-capex and Cerner overhang.
ORI – Multiple holders excited about large special dividend.
PDI – mykesc considering buying; premium high but below historical norm.
PFE – Dividend frozen; widely sold across thread.
PG / PM / KO / PEP – Viewed as higher-quality alternatives to GIS/KMB.
PFN – Chowder added; ~12% yield.
PFL – Chowder added; ~12% yield.
PLD – Mentioned as alternative for SPG replacement.
PRU – In Kiisu’s holdings.
PTY – Chowder added; ~11% yield.
QCOM? (no) – Not referenced.
QQQI / QQQH – jritz considering moving into QQQH for rotation.
RFI – Widely sold and swapped into IYRI.
RLTY – Sold by Chowder; considered attractively discounted in CEF summary.
RNP – Oversold via Z-stats; highlighted for mean reversion.
RQI – Suggested by jritz as expert-managed REIT alternative.
SBUX? (no) – Not referenced.
SGOV – Trim source for buying AVGO, IBIT, FIX, CLX, etc.
SLV – Chowder sees a “silver squeeze”; overweight already; charts strong.
SNA – Part of Kiisu’s holdings.
SOBO – In Kiisu’s portfolio.
SPG – mac sold due to mall concerns; replaced with IYRI in IRA.
STK – Bought by Mili21 per jritz recommendation; strong NAV.
SWK – Chowder initiated new position; sees deep undervaluation and margin expansion path.
SWVXX – Cash-equivalent holding in Kiisu’s portfolio.
SYK – SeeksQuality swapped out of TMO into SYK for better quality/value.
TMO – Fully sold by SeeksQuality after 41% gain.
TXN – Trimmed by SeeksQuality to fund AVGO; mac adding small amounts.
UTF – Lots of buying; considered high-quality utilities/infrastructure CEF.
UTG – Distribution schedule posted.
VCV – Part of mac’s muni allocation.
VYMI – jritz sold to rotate into AVDV.
VZ – Chowder added.
WDI – Chowder added; ~12% yield.
WM – Announced 14.5% dividend raise + $3B buyback; several building positions.
XEL – Chowder added.
XLK – Chowder added.
XLC / XLI / XLU / XLV / XLB / XLY / XLRE / XLF / XLE – Chowder posted 1-year sector outperformers/underperformers.
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