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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (23968)12/24/2025 4:14:27 PM
From: cemanuel2 Recommendations

Recommended By
chowder
stockpickeron

   of 23988
 
RE: Put your percentages in, it changes the dynamics.

I did. It mostly kept me in the same stocks, just changed the allocation. In particular it had me trim NVDA from 37.7%, which I expected.

I left AAPL out this time as it's just .02%.

It did want me to get rid of TMO and VIK but I've had each just a few months and am up over 35% on them so I'm ignoring that. I am interested in doing this for both my IRA and the two accounts combined but that can wait for later, time to start food prep for tomorrow.

Here's the final recommended stocks.

  • NVDA: 27%

  • AMD: 9%

  • LRCX: 11%

  • MU: 11%

  • AVGO: 5%

  • MSFT: 9%

  • AMZN: 9%

  • META: 6%

  • GOOGL: 8%

  • Satellite growth: 5%
  • These were the suggested satellite growth companies - it said pick 1-2, not all
  • SMCI – leveraged AI infrastructure

  • ARM – long-term AI architecture play

  • ASML – picks-and-shovels monopoly

  • TSLA – AI + robotics optionality


  • Cash: ~0%
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