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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans
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Emcee:  chowder Type:  Moderated
As long as political comments are market related, they are acceptable. I expect folks to be adults in their responses. ..

Other topics and investment styles welcome. There is no right way or wrong way to invest here, only a way to try and make whatever way you choose a better way of getting results for you.

I will not tolerate criticism of others and how they invest. Feel free to share what you do, how you do it, and why you do it, but I will not allow you to infer others are knuckleheads for how they invest. I will not tolerate food fights, you can always go to SA for that.

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The portfolios I report on here are real portfolios using real money. They are not model portfolios. I provide two examples of portfolios I manage for people in different aspects of their investing lives.

1) Young Folk Portfolio.
2) Older Folk Portfolio.
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YOUNG FOLK PORTFOLIO: ... Growth

This is a growth portfolio, thus SPY is the the portfolio benchmark.

UPDATED -- 11/01/2025

Message 35316191
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RETIREMENT PORTFOLIO: ... Income and Growth

UPDATED -- 11/01/2025

Message 35316254

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LEGACY PORTFOLIO: ... Growth and Income

Since this is a growth and income portfolio, using equity and fixed income, I'm using VWELX, which does the same, as the benchmark.

UPDATED -- 08/02/2025

Message 35212500

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ReplyMessage PreviewFromRecsPosted
23756Re: RTX ... Their valuation doesn't appear to be that bad. According to Alpchowder-4 hours ago
23755I like the idea of you selling AMAT. I like the idea of adding to LRCX and KLAC chowder14 hours ago
23754 [graphic] Franklin International Core Dividend Tilt Index ETF DIVI declares chowder-4 hours ago
23753Have you considered PPLT as well?Rydercup-5 hours ago
23752I have owned Raytheon since long before its merger with UTC acquiring my shares Patsfan26 hours ago
23751try QQQM vs QQQ, here is an AI summary Both QQQ and QQQM are ETF38919047 hours ago
23750RTX Is anyone concerned about RTX's current valuation, given that the shareFireball Dividend-7 hours ago
23749Any idea how the DIVO distributions of income are classified from a tax perspectSaveholic-8 hours ago
23748RE: Considering the current price (52w high), in a dilemma to start a positijritz0-9 hours ago
23747Gonna post something I'm thinking of doing so people can tell me how silly Icemanuel26 AM
23746Re - SCHD / DIVO I agree, from TR perspective, DIVO beats SPY/SCHD over YTD/1Y/3Mili21-3 AM
23745Earlier this year we discussed funds that track European defense companies. (Or Rincon v2.021 AM
23744It is a reasonable plan. If you are looking for a growth "ballast," I Das Kapital-yesterday
23743I think I would replace SCHD with DIVO.jritz04yesterday
23742RE: Small cap holdings For the US, I hold SFLO (free cash flow fund) XSMO (momejritz01yesterday
23741Re: SPE ... I've been adding to this one where it's decently sized. Spechowder1yesterday
23740RE: Goldman Sachs quietly revamps gold price target for 2026 I'm still jritz02yesterday
23739I’m still DCA into silver. While the price growth in 2026 probably won’t surpasCharliebrown72112yesterday
23738Hahahaha That would be my choice re: working v paying up for health insurance. Max2.0-yesterday
23737FORWARD PROJECTIONS FOR EACH TRADER (6–12 WEEKS) We will use the 11-core actiQTI on SI4yesterday
23736RE: IRS info... Thanks for teaching me how to fish :-) I shoulda looked first.macbolan-yesterday
23735RE: The other alternative is to go back to work, with an employer that provides macbolan1yesterday
23734Below is a structured sentiment analysis of the entire week's discussion corQTI on SI2yesterday
23733FULL DETAILED SUMMARY OF ALL MAJOR TOPICS DISCUSSED THIS WEEK: 1. Dividend RaisQTI on SI6yesterday
23732You may want to look at IGM instead of QQQ You may want to look at VYM instead odan19441yesterday
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