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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans Symbol
27582 491 0 SLV
Emcee:  chowder Type:  Moderated
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25766Posted this yesterday on SA but had issues reaching this site yesterday. I soldjritz0-January 30
25765RE: I believe you have expressed some concern about private lending and wondjritz03January 30
25764For some unknown reason, the link for an engineered pandemic showed when editingChairo Kiisu Ichiro-January 30
25763[ The "Hard Asset" Hedge You have a robust defense against currency dChairo Kiisu Ichiro8January 30
25762SLV (Silver) is getting crushed in premarket, down -13%. Wowsa!chowder-January 30
25761Re: What industrials you have or on your watch list other than the ones you lchowder2January 29
25760Re - I think Industrials will do well this year, so I increased the exposureMili21-January 29
25759Walter Bloomberg JP MORGAN SEES GOLD SURGING TOWARD $8,000 Gold could keep rachowder4January 29
25758I ran the Legacy Portfolio through Gemini with my adjustments. This caught my atchowder5January 29
25757I met with the owner of the Legacy Portfolio today, he had no idea where his porchowder6January 29
25756Re: Young Folk Portfolio ... Here is how this portfolio was reviewed today by Achowder5January 29
25755Yes, some of the non-techs holdings have done well the past month or so. I have QTI on SI5January 29
25754Thanks all for your feedback. Have my eye on LCRX too. I will DCA also for this eaglebear2January 29
25753I'm not convinced there's a rotation out of tech going on. It isn't cemanuel3January 29
25752Had orders for CRWD & PLTR hit today. CRWD new position that when added toTop Of The World Ma1January 29
25751Any ideas what is going on with GDX and GDXY today?ALinVA-January 29
25750RE: I just wanted to ask about GOOGl and MSFT, AVGO and MU. Opinions, perspeTop Of The World Ma3January 29
25749RE: I just wanted to ask about tech here. Just a general comment here. I amMarkbn3January 29
25748MU is easily the most volatile here. Strong dynamics behind it, but not confidenSeeksQuality1January 29
25747I just wanted to ask about tech here. Last year I bought GOOGl and MSFT. MSFT toeaglebear-January 29
25746It has been a tough three-month stretch for Tech (and Utilities and DiscretionarSeeksQuality5January 29
25745Kind'a following you Chowder. Started positions in XBI and XLI this morning.QTI on SI2January 29
25744Re: Young Folk Portfolio ... I made one more move. I trimmed another $10K fromchowder3January 29
25743Re: Legacy Portfolio ... I had a lot of over lapping technology in this portfolchowder2January 29
25742BDCs are somewhat adjacent to private credit, would think they share many of theSeeksQuality2January 29
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