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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans Symbol
27820 494 0 SLV
Emcee:  chowder Type:  Moderated
Introduction Market Data Compact
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27055You would be surprised how easy it is to do your own taxes with Turbo Tax Desktogarygr1March 4
27054Trimmed CMI and moved all funds to CAT. dandan19441March 4
27053Added to MAIN today. Also glad I sold HTGC back in Jan, it's down over 20% sQTI on SI1March 4
27052I have run that mid-forties portfolio through several AI sources now and all of chowder3March 4
27051Re: When will you be posting an updated Legacy portfolio? I was just thinkinchowder2March 4
27050Chowder, thanks for all your updates. When will you be posting an updated LegacDividend_Dawg-March 4
27049Speaking of coolants, I don't recall if I told you this or not. When I was ochowder7March 4
27048I am working with a portfolio for someone in their mid-forties. I'm using Grchowder6March 4
27047Yes, absolutely! What we need is a bunch of those ED-209's from that movie Max2.01March 4
27046Can still recall mentioning how that specialized lubricant used to be a market 3jvincen22March 4
27045Re: Will you unload if it's down more than 10%? Probably. I'll have chowder2March 4
27044Our cost basis on BE is similar. My thesis calls for a 12-18 month hold while moSmart_Asset-March 4
27043Re: Legacy Portfolio Part II ... I just sold the position in CELH. This was supchowder-March 4
27042Re: Legacy Portfolio ... Today I sold the entire position in JEPQ. This portfolchowder2March 4
27041Added a bit to NEE, KMI, and IYRI Both NEE and KMI should benefit from data stoSmart_Asset1March 4
27040Re: VRT - The Infrastructure AI Cannot Be Built Without ... The liquid coolchowder5March 4
27039 Got the free TT Premium from Fidelity which only gave me the online version Ifwilywilly-March 4
27038Re. UTF tax characterization: I actually own UTF only in Taxable account. Here iQTI on SI2March 4
27037I wouldn't know how to do my taxes and have no interest in learning. I'vchowder4March 4
27036I have UTF in tax-deferred accounts only, so I don't have any personal experchowder1March 4
27035Re. I do not intend to add additional access points for breaches by using GrokQTI on SI-March 4
27034Re. Oh well, looks like we're screwed no matter which we go. .. Ha! It'QTI on SI3March 4
27033Re: Tax Information Exposure .. Oh well, looks like we're screwed no matterchowder-March 4
27032This morning's buys: I added more VIK in my Roth. I'm up 45% on from bucemanuel1March 4
27031Eaton Vance CEFs 2025 Tax Classification of Distributions eatonvance.com This iInDivGrowthWeTrust2March 4
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