Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (1535)	6/1/2023 3:54:27 PM
From: Markbn	Read Replies (1) \| Respond to of 21824

Hi Chowder; Did you "equal weight" these purchases? I was wondering why you did not take a smaller-weighted position in NVDA, seeing as it has basically shot-up since 2023 started. Thanks.

To: chowder who wrote (1535)	6/14/2023 4:52:02 PM
From: chowder	2 Recommendations Recommended By Markbn red cardinal Respond to of 21824

Re: Young Folk Portfolio ... Portfolio Adjustments Today the mid-month cash contribution hit the account and with that I trimmed a few shares and spread the proceeds around to bring positions closer together in value as I try to equal weight positions. I sold $2,000 worth of shares in both LSI and PLD. The proceeds of those shares, along with the mid-month cash contribution were invested in: ARE .. ESS .. MAA .. VICI. The goal this year has been to build the REIT portion of the portfolio and this theme prevailed this week. I have wanted to build the real estate exposure up to 15% of the portfolio value and with these moves the real estate exposure sits exactly at 15% if you count DHI (a homebuilder) which I do include as part of the real estate exposure. That portion of the portfolio is now as follows: O ........ $7,612 DHI .... $6,654 LSI ..... $5,585 PLD ... $5,127 MAA .. $4,796 ARE .. $4,747 ESS .. $4,689 VICI .. $4,622