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Strategies & Market Trends : Young and Older Folk Portfolio
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From: chowder12/24/2025 3:38:44 PM
3 Recommendations

Recommended By
cemanuel
QTI on SI
stockpickeron

   of 23988
 
I just put the entire Young Folk Portfolio through ChatGPC and I'm going to take some of its recommendations.

SPY represents 27.4% of the portfolio value, SMH represents 10.6%, XLK represents 8.6% And SPMO represents 3.4%.

>> You already own excellent businesses. The issue isn’t quality—it’s structure. Your portfolio is tilted toward mega-cap tech + broad ETFs, which has been great, but you can likely get higher risk-adjusted performance by tightening concentration, reducing redundancy, and deliberately adding alpha drivers.

Below is a clear, actionable framework to improve performance without turning this into speculation. <<

AI's recommendation:

** Keep SPMO and SMH. .. Reduce or eliminate SPY and/or XLK. **

I will reduce SPY and add to SPMO and SMH on Friday.
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