Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

SLV 75.39

-28.6%

Jan 30 4:00 PM EST

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From: chowder	1/30/2026 4:25:31 PM
	of 25827

Re: Young Folk Portfolio ... I had over $9K sitting in cash in this portfolio from a CEG sale a week or two ago. I was going to reenter CEG after he wash rule, but I changed my mind. I wanted to spread my wings out over several other companies. Along with that cash, dividends hit the account, and the $600 monthly contribution hit the account today as well. In this portfolio, a Full position is 4% of the portfolio value. I recently took out new positions in .. AMSL .. RKLB .. VRT. Today I added to all three, bringing them up to a 1/2 sized position. They each now represent 2.1% of the portfolio value. I also added to recent purchases in FAST and RSG. These two each represent 1.7% of the portfolio value. A.I. told me not to let any holding grow larger than SPY, it gave NVDA as an example. So, today I added a little to SPY. SPY now represents 12.6% of the portfolio value and NVDA, which I'm not adding to, represents 9.8% of the portfolio value. The yield on this portfolio is very low, but that's what I expect from a high growth portfolio. Yield .. 0.83% and the 5 year dividend growth rate is 9.0%.

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