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

To: chowder who wrote (24293)	12/29/2025 3:40:38 PM
From: QTI on SI	6 Recommendations Recommended By chowder livwell Markbn peterad Ridgelander and 1 more member Respond to of 26635

Alright Chowder. I'll try to post them all today. The biggest challenge is the formatting issues when posting tables to SI (it messes up units). So, I have to post them as snapshots/graphics rather than text, which takes manual effort and time. Tier 1 is the Leadership Tier. Other Tiers are Core and Watchlist which I'm not posting now, but can provide them later if asked for. This is across the entire SP500. Healthcare: Leadership Tier Criteria: Strong dividend growth ($\ge 5\%$), Investment Grade Credit (BBB- or higher), and Valuation sanity (P/E < 30). Cigna's growth figure reflects structural re-basing of the dividend policy. Mandatory Data-Existence Audit (DSM v3.2)*The following audit issues were identified during the processing of the Health Care sector: Valuation Cap: Eli Lilly (LLY) is moved to Core despite elite growth and credit because its P/E (45.72x) exceeds the 30x Leadership threshold. Non-Payers: A significant portion of the sector (e.g., Boston Scientific, Biogen, Vertex) remains on the Watchlist due to a lack of dividend yield/growth data. Credit Watch: Viatris (VTRS) and Perrigo (PRGO) are relegated to the Watchlist due to sub-investment grade (High Yield) credit ratings.