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

To: chowder who wrote (15616)	4/9/2025 6:14:10 AM
From: SeeksQuality	4 Recommendations Recommended By chowder Das Kapital jritz0 suncoaster Read Replies (1) \| Respond to of 22054

I thought you said you were trimming 15% of your SPY position? Regardless, that is a move I would have done in December, not now. If building a position in SCHD now, I would either exchange funds from other dividend/value stocks or do it through periodic investment over the next couple years. I don't think the valuation here favors a lump sum move.