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

To: chowder who wrote (22088)	11/11/2025 12:15:19 PM
From: jritz0	3 Recommendations Recommended By chowder The Beard Waitress Read Replies (1) \| Respond to of 23862

Re: Retirement Portfolio ... The credit markets are getting a little scary, BlackRock had a private loan to Renovo Home Partners rated as 100 cents on the dollar. They reassessed the loan as worth 0. These isolated incidents seem to be adding up. Owler Reports - BlackRock: BlackRock Eyes 100% Loss on Private Loan Amid Debate Over Marks Are folks here still holding their cash in JAAA/JBBB or other CLO funds?

To: chowder who wrote (22088)	11/11/2025 1:26:57 PM
From: Smart_Asset	Read Replies (1) \| Respond to of 23862

I can understand the anticipated rate drops being and issue for BDCs. How about REITs? any suggestions there?

To: chowder who wrote (22088)

11/11/2025 2:07:29 PM

From: QTI on SI

1 Recommendation

Recommended By
Markbn

Read Replies (1) | Respond to of 23862

Chowder, do you own D? It's my only under performing utility. Thinking, if I should trim/sell and reinvest in other better performing utilities.

Utility Stock Winners (Momentum Leaders)

1 BKH	+10.5% week, +18.9% month, +21.7% 6mo	Best momentum consistency; strong fundamentals and earnings-driven rally.
2 POR	+4.9% week, +15% month, +17.8% 6mo	Breakout underway; rotation into West Coast regulateds.
3 NEE	+4.8% week, +18.4% 3mo	Steady growth utility + renewables kicker; regaining leadership.
4 ETR	short-term dip, but +26.9% YTD	Long-term leader, currently consolidating — attractive on dips.
5 AES	+6.7% week, +9.9% 3mo	Short-term rebounder; could extend higher if momentum persists.

Laggards / Underperformers

SO	Down across 1W, 1M, and 3M — shows structural underperformance; avoid until trend reverses.
D	Weak across all timeframes; investors remain cautious on balance sheet and project delays.
AVA	Good 1M performance but soft long-term — momentum likely fading.