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

To: chowder who wrote (1670)	3/14/2024 9:33:02 AM
From: chowder	1 Recommendation Recommended By agniv Read Replies (1) \| Respond to of 21802

Re: Young Folk Portfolio ... The mid-month contribution in the amount of $400 will hit the Roth account today. The cash will be spread among 3 holdings. I will add to the following: SPY .. $200 CAT .. $100 PH ... $100 I would like this portfolio to outperform the S&P 500 every year so it only makes sense to me to ensure the portfolio has a decent amount of exposure to SPY. I continue to add a little to SPY every month. CAT and PH are beating the market YTD so I want to add to them while they have that upside momentum.