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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans Symbol
27711 491 0 SLV
Emcee:  chowder Type:  Moderated
Introduction Market Data Compact
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27440Ask @jritz0 for details? JEPI executes a covered-call strategy. It does this thSeeksQuality3last Thursday
27439Interesting observation, not totally certain what to make of it... HistoricallySeeksQuality14last Thursday
27438I will handle GEV the same way I have handled NVDA for some folks. When the timechowder4last Thursday
27437Re: Legacy Portfolio ... I decided to sell WEC today. I didn't want to own chowder-last Thursday
27436As usual, thank you for this detailed information. Back in the 1970’s I was a gDoctorRicky-last Thursday
27435I exited JEPI in September 2024. I bought at $60.84 and sold at $56.95 A GeminSmart_Asset-last Thursday
27434Re: Young Folk Portfolio ... I made a change today. This portfolio was holding chowder1last Thursday
27433Nothing against the performance of VOO over the last six months... A 3.47% returSeeksQuality2last Thursday
27432Re: Half of his portfolio is in SPY. You'd need a large sized position in SSeeksQuality-last Thursday
27431Re: AI layers I have stocks in layers 1, 2, 3, 4, and 5. None of the named stocSeeksQuality1last Thursday
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
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