Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

SLV 75.39

-28.6%

4:00 PM EST

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From: chowder	1/29/2026 12:29:36 PM
	2 Recommendations Recommended By Markbn Menominee Read Replies (1) of 25811

Re: Young Folk Portfolio ... I did some profit taking and sector rotation today. The first goal was to lower the portfolio exposure to technology, which was high. I trimmed $10K each from XLK, SMH and SPMO. With the proceeds from these sales, I added to NEE. I then took out new holdings in ROK, RSG and FAST. I still have a considerable amount of technology exposure in this account though. I brought it down to 41%. I think Industrials will do well this year, so I increased the exposure there to 28% of the portfolio value. As you can see in the chart below, Industrials are off to a good start. YTD Chart:

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