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

To: weathersystems who wrote (18979)	7/31/2025 10:45:17 AM
From: SeeksQuality	5 Recommendations Recommended By ddbpaso eaglebear Markbn Tam3262 ToNinja Read Replies (1) \| Respond to of 22053

We have a few positions that are down $5k or more from purchase. FI -$5.9k == believe the market is badly overreacting, reduced to 1.0% and holding that MRK -$8.4k == tough challenges for pharma, a 3.1% position that I'm comfortable with here ES -$8.9k == poorly timed entry, still being punished for the offshore wind, good value here and 3.4% position PEP -$12.4k == had ramped up to a 4.0% position on perceived value and strength, now 3.8% position NVO -$18k == paid too much, believing much stronger, disappointed in management, 1.2% position Note also that the picture changes for some of these when you include realized gains/losses: FI -$5.9k unrealized, +$16.7k realized == now it looks like a big gainer for me ES -$8.9k unrealized, +$1.4k realized == in green if include dividends PEP -$12.4k unrealized, +22k realized == plenty of LT gains and divvies UNH shows large losses and large gains, nets out to $11k gains. People operate differently. Some would look at each individual lot as a separate decision. Chowder aggregates all open lots as a single position. The way I manage positions, the lifetime experience in the ticker is perhaps more relevant. Putting all of the above in perspective, our lifetime gains on JNJ alone (hardly our largest) are $56k even before dividends. I'm not as afraid of red as others. While I don't love losing money, I'll move past that to the next decision - buy, hold, or sell. I'll trim or sell on quality downgrades and operational weakness, not based on gains or losses. Figure if I generally own strong companies that the gains will come.