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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans Symbol
27701 491 0 SLV
Emcee:  chowder Type:  Moderated
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27430Oh nice! I just added to AOD a few days ago. [graphic] Aberdeen Total Dynamichowder3last Thursday
27429Re: Burry is still shorting NVDA as of the most recent reports. We're prchowder-last Thursday
27428Re: I believe most would do so to increase their exposure to select individuachowder-last Thursday
27427re: NVDA is second at 9.5% of the portfolio value. We have a clash between MarInDivGrowthWeTrust3last Thursday
27426re: Why would you own any individual company within SPY outside of SPY if it haInDivGrowthWeTrust1last Thursday
27425Genuine Parts touts breakup plan, AI push at UBS conference; shares swing higherchowder2last Thursday
27424Re: Are you saying you invest a higher % of NVDA in the growth portfolios youchowder-last Thursday
27423Thanks for responding. I think you helped make my point. Half of his portfolio ichowder-last Thursday
27422RE: Speaking only for myself, when looking for growth, I'm looking for tjritz0-last Thursday
27421This is why I exited all BDC's except MAIN at the beginning of the year. Prchowder2last Thursday
27420I think you have quite a wrong conclusion there-NVDA is over 7% of SPY as you stMadharry-last Thursday
27419Alpha Spread doesn't have enough data to provide an Intrinsic Value for GEV,chowder-last Thursday
27418Re: Do you mean every portfolio you manage has exposure to all 5 layers? No,chowder1last Thursday
27417For those of us that missed the boat big time, is GEV still worth purchased, eveSecret Recipe-last Thursday
27416Re: I believe (but not 100% certain) that if someone owns SPY they have exposchowder2last Thursday
27415RE: I have exposure in all 5 layers across the portfolios I manage. Do you jritz0-last Thursday
27414re: Most investors are only in one layer. I believe (but not 100% certain) thatInDivGrowthWeTrust2last Thursday
27413Jason Luongo BREAKING: NVIDIA CEO Jensen Huang just called AI "the largestchowder15last Wednesday
27412[ The hidden truth: Most people agree on most things, most of the time. And the Chairo Kiisu Ichiro3last Wednesday
27411Link to Michael Burry's original SI Board..... Value Investing As a follow InDivGrowthWeTrust3last Wednesday
27410re: anxiety NOT POLITICAL! Some interesting stuff... #article #Divided AmericaR.Daneel.Olivaw19last Wednesday
27409Re: The physician didn't see anything abnormal. Great! Glad to hear youChairo Kiisu Ichiro11last Wednesday
27408Chowder: Sold TU this morning and bought SPYI. I replaced the income and had enoeaglebear7last Wednesday
27407Beth Kindig Nvidia $NVDA is said to have stopped production of its H200 chips chowder-last Wednesday
27406Thank you all for the kind messages, both public and private. I ended up going QTI on SI31last Wednesday
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