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

To: jritz0 who wrote (20962)10/5/2025 4:55:48 PM
From: garygr  Respond to of 23204
 
HTD--5.73 (3 month) 18.95% (YTD)
ERH--12.28 (3 month)--25.90 (YTD)

High yields and returns for both



To: jritz0 who wrote (20962)10/5/2025 6:28:07 PM
From: garygr  Respond to of 23204
 
Actually, both are important to me. However, the 3 month return must be the lesser of the 3 month spy or Dia returns to stay in my portfolio
I’ll review the first week in January, and do the same
The ones sold in quarter 3 will be reviewed to see if they made the cut, and probably buy back
This is my momentum portfolio


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