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

To: Rincon v2.0 who wrote (23772)	12/20/2025 5:15:07 PM
From: weathersystems	3 Recommendations Recommended By chowder Fireball Dividend Rincon v2.0 Respond to of 23818

Re: [RTX is on a tear, so I’m not going to mess with it at present] Me too. I’m holding RTX in my Income IRA. While it does screen as overvalued on traditional metrics, the upward trend is still intact (10>20>50>200), so I’m going to leave it alone for now. For reference, FastGraphs shows a current blended P/E of about 29x versus a normalized P/E closer to 17x, and AlphaSpread shows RTX at roughly 14% above best-case intrinsic value. That said, until the trend deteriorates or a clearly better opportunity presents itself, I’m content to let it run.