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Strategies & Market Trends : Young and Older Folk Portfolio

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From: QTI on SI12/23/2025 5:00:14 PM
3 Recommendations

Recommended By
chap107
macbolan
Markbn

  Read Replies (1) of 25018
 
LSM Mode 1 — Event–Action Signal Report (with Message IDs)
Dataset: 12/22–12/23/2025

It follows Mode 1 rules:

  • Signals come ONLY from explicit trades, sells, buys, adds, trims, or clear actionable intentions.

  • Signals must reference the exact Message ID from the dataset.

  • No inference, no modeling, no interpretation beyond the strict trade/action signals.

1. BUY Signals

BUY — WEC Trigger: chap107 sold VZ and redirected proceeds into WEC in taxable account.
Message ID: 23870

BUY — DIVO (new position) Trigger: chap107 opened a new DIVO position in IRA.
Message ID: 23870

BUY — IYRI (added to existing position) Trigger: chap107 added additional shares of IYRI.
Message ID: 23870

BUY — VZ (Chowder) Trigger: Chowder explicitly added to VZ today.
Message ID: 23871

BUY — O Trigger: Chowder explicitly added O today.
Message ID: 23871

BUY — MO Trigger: Chowder explicitly added to MO today.
Message ID: 23871

BUY — PDX (Special distribution capture) Trigger: Smart_Asset bought PDX today.
Message ID: 23878

BUY — AIO (Special distribution capture) Trigger: Smart_Asset bought AIO today.
Message ID: 23878

2. SELL Signals SELL — VZ (tax-loss harvest) Trigger: chap107 sold entire VZ position at 9% loss for TLH.
Message ID: 23870

SELL — PDI (small IRA position) Trigger: chap107 sold all shares of PDI in IRA.
Message ID: 23870

SELL — FRA (Chowder) Trigger: Chowder sold final Floating Rate Fund (FRA), exiting category entirely.
Message ID: 23871

SELL — HRL (partial - most shares sold) Trigger: QTI sold most of HRL today, keeping only one lot temporarily due to wash-sale rules.
Message ID: 23898


3. HOLD / NOT A SIGNAL (but trending mentions)

Mode 1 ignores these for signal triggers, but logging here for completeness:

  • SLV momentum continues (not a trade signal) — 23872, 23888

  • MRVL catalyst note — 23889

  • Metals bullish trend (Gold, Silver, Copper) — 23895

  • Inquiry about copper plays — 23896

  • APD analysis — 23880, 23882

  • Pharma analysis (NVO/LLY) — 23906

  • DSM top 20 list / dividends — 23886

These do not trigger Mode 1 events because they are analytical only.


4. Special Distribution Announcements (Not trades, but actionable if users respond)

These do NOT generate Mode 1 alerts unless someone bought/sold in response:

  • AIO declares $1.191 special dividend — 23863

  • PDX declares $2.97 special dividend — 23864

  • ACV special dividend — 23867

  • SPE special dividend — 23868

  • CSQ raises dividend by 20% — 23869

Only PDX/AIO generated real BUY signals from users (see BUY section).


5. Clean Mode 1 Signals Summary (Quick List)

BUY
  • WEC — 23870

  • DIVO — 23870

  • IYRI — 23870

  • VZ — 23871

  • O — 23871

  • MO — 23871

  • PDX — 23878

  • AIO — 23878

SELL
  • VZ — 23870

  • PDI — 23870

  • FRA — 23871

  • HRL (most shares) — 23898

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