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

To: Mili21 who wrote (23634)	12/17/2025 12:06:40 PM
From: cajman1	Read Replies (1) \| Respond to of 23744

re AVGO - yes, it is getting killed. However, I added some more to my Roth. Will reduce it in my IRA when/if the price recovers as I am overweight in it now. Also added to NVDA in my Roth.

To: Mili21 who wrote (23634)	12/17/2025 12:29:12 PM
From: jritz0	1 Recommendation Recommended By Mili21 Read Replies (1) \| Respond to of 23744

RE: I guess tech sector is taking on chin..... I mentioned over on SA that I trimmed some GOOGL and IYW, I think we are seeing a rotation. I'm still adding to my debasement trades and I think energy is due to rebound. I also sold my VYMI and bought AVDV. Most of my international funds were large cap and I wanted international small cap value. I'll be selling off some more tech tomorrow to move toward energy and alt strategies I have been talking about here. I may move some QQQI to QQQH as well.