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

To: eaglebear who wrote (25747)	1/29/2026 3:20:00 PM
From: SeeksQuality	1 Recommendation Recommended By eaglebear Respond to of 25808

MU is easily the most volatile here. Strong dynamics behind it, but not confident that one is buy and hold. Averaging into the others ought to work fine. GLTA

To: eaglebear who wrote (25747)	1/29/2026 3:42:12 PM
From: Markbn	3 Recommendations Recommended By B.K.Myers PW13A Top Of The World Ma Respond to of 25808

*RE: I just wanted to ask about tech here.* Just a general comment here. I am a big fan of dollar cost averaging. It's a solid way to build a position that one has confidence in. And it seems that the end result will be a lower average cost of shares,, if one is rigid with consistent purchases, as opposed to a one-time buy. I have used it many times to build positions when cash was not as available as I needed . Regarding the specific securities you listed. MSFT and GOOGL should be winners in the long run. And judicial purchases work well. I added to my very large position in MSFT today. It has been a long while since I last did. (I originally started the position in 1987, so I am coming from a different perspective than most Folks on SI.) I have solid positions in GOOGL and AVGO. I have been adding to these on a regular basis, aside from reinvesting the dividends (small that they are, but every little bit counts!!). No position in MU, although they are part of XLK (2.75%) and SMH (5.14%), as well as a couple of other Fund I own.

To: eaglebear who wrote (25747)	1/29/2026 3:48:55 PM
From: Top Of The World Ma	3 Recommendations Recommended By chowder eaglebear PW13A Read Replies (1) \| Respond to of 25808

RE: I just wanted to ask about GOOGl and MSFT, AVGO and MU. Opinions, perspectives welcomed I own both GOOGL & MSFT, and like you recently opened a new position in AVGO. Hold no position in MU. My opinion, for what it's worth, I would make building GOOGL a primary objective. They have their eyes and hands in almost every pot in todays world with a leading position. They are only going to get bigger & stronger. MSFT on the other hand may be living on past laurels. I do own it but I can't help feel as though when it's described as a great company, investors may be thinking of yesterdays MSFT and not todays MSFT if that makes sense. Nothing wrong with the company, just not the shining star it once was. As such I'm not building and may contemplate selling. I'm in the red on AVGO but will continue to build as opportunities present themselves. I've pretty much decided to back horses that the GOOGL cart is pulling. No position in MU. I think if you own MU you have to be nimble & quick and ready to sell when the trend reverses.

To: eaglebear who wrote (25747)	1/29/2026 4:23:25 PM
From: cemanuel	3 Recommendations Recommended By A Dude Abides MN Balancedinvestor Top Of The World Ma Respond to of 25808

I'm not convinced there's a rotation out of tech going on. It isn't booming like it has been at times and Microsoft sure took a hit today but I've had pretty decent returns YTD. I own all 4 you mentioned. IMO MU trumps them for near-term returns - there's just no getting around that companies are hungry for memory and that should last for a while. But I think GOOGL is as close to a fortress company as there is right now in the longer term. It has its fingers in everything and does most of them very well. Dip-buying certainly makes sense and it was tempting to free some cash up to add MSFT (but I didn't).