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: jritz0 who wrote (21682)	10/28/2025 8:24:33 PM
From: Max2.0	1 Recommendation Recommended By jritz0 Read Replies (2) \| Respond to of 21704

Ok, fair enough. Some of these funds are relatively new without a lot of market cycle performance experience, JEPI.(Which I have a position) might very well be the worst of the bunch. I do have SPYI and it seems to be outperforming JEPI in the short term. I think I will watch EGGS, JEPI and SPYI for a while longer before I make any changes. I don't understand this completely but sometimes funds will hit a rough patch for a short period and then take off again whereas some times the reverse happens. I was real happy with SCHD for a number of years and then they seemed to underperform the last year or two. My Mantra is to refrain from reacting to short term stuff. I am still holding a sizable position in SCHD with an expectation that their algorithm is still sound and we are presently in an unusual set of market characteristics. If SCHD continues to underperform going forward, it will be evidence that my thinking was wrong.