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

To: cemanuel who wrote (23964)	12/24/2025 3:45:15 PM
From: chowder	Read Replies (1) \| Respond to of 24697

Re: You'll see I did not enter percentages. Neither did I. I think I'll try again and this time provide the percentages. I wonder if the recommendations will change much.

To: cemanuel who wrote (23964)	12/24/2025 3:58:38 PM
From: chowder	4 Recommendations Recommended By cemanuel livwell QTI on SI suncoaster Read Replies (1) \| Respond to of 24697

Put your percentages in, it changes the dynamics. I really like the new suggestions. It wasn't the holdings AI had a concern about, but the weightings and I like how it recommended best probable weightings. I'm going to make those changes since I want to own every company in the portfolio and this is a long-term portfolio. The portfolio as is has outperformed the market YTD but I want to see if I can widen the performance. YTD Results: Your return +20.41% S&P 500® Index +18.96%