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Strategies & Market Trends : Young and Older Folk Portfolio
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To: cemanuel who wrote (23964)12/24/2025 3:58:38 PM
From: chowder3 Recommendations

Recommended By
cemanuel
QTI on SI
suncoaster

  Read Replies (1) of 23988
 
Put your percentages in, it changes the dynamics. I really like the new suggestions. It wasn't the holdings AI had a concern about, but the weightings and I like how it recommended best probable weightings. I'm going to make those changes since I want to own every company in the portfolio and this is a long-term portfolio.

The portfolio as is has outperformed the market YTD but I want to see if I can widen the performance.

YTD Results:

Your return
+20.41%

S&P 500® Index
+18.96%
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