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Strategies & Market Trends : Young and Older Folk Portfolio
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To: cemanuel who wrote (23747)12/20/2025 11:06:53 AM
From: chowder1 Recommendation

Recommended By
cemanuel

   of 23772
 
I like the idea of you selling AMAT. I like the idea of adding to LRCX and KLAC with some of the proceeds. I like the idea of adding to SGOV which just announced a dividend increase.

I like the idea of adding gold. And if it were me, I'd prefer adding to MRVL as opposed to the other more speculative companies you mentioned.

Just my opinion.
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