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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans Symbol
27823 494 0 SLV
Emcee:  chowder Type:  Moderated
Introduction Market Data Compact
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2744211 S&P 500 Stocks Expected To Post Jaw-Dropping Earnings Growth Licensing MAchowder-March 12
27441Greg Speicher Nick Sleep's best diagnostic for any investor, value or growtchowder8March 12
27440Ask @jritz0 for details? JEPI executes a covered-call strategy. It does this thSeeksQuality3March 12
27439Interesting observation, not totally certain what to make of it... HistoricallySeeksQuality14March 12
27438I will handle GEV the same way I have handled NVDA for some folks. When the timechowder4March 12
27437Re: Legacy Portfolio ... I decided to sell WEC today. I didn't want to own chowder-March 12
27436As usual, thank you for this detailed information. Back in the 1970’s I was a gDoctorRicky-March 12
27435I exited JEPI in September 2024. I bought at $60.84 and sold at $56.95 A GeminSmart_Asset-March 12
27434Re: Young Folk Portfolio ... I made a change today. This portfolio was holding chowder1March 12
27433Nothing against the performance of VOO over the last six months... A 3.47% returSeeksQuality2March 12
27432Re: Half of his portfolio is in SPY. You'd need a large sized position in SSeeksQuality-March 12
27431Re: AI layers I have stocks in layers 1, 2, 3, 4, and 5. None of the named stocSeeksQuality1March 12
27430Oh nice! I just added to AOD a few days ago. [graphic] Aberdeen Total Dynamichowder3March 12
27429Re: Burry is still shorting NVDA as of the most recent reports. We're prchowder-March 12
27428Re: I believe most would do so to increase their exposure to select individuachowder-March 12
27427re: NVDA is second at 9.5% of the portfolio value. We have a clash between MarInDivGrowthWeTrust3March 12
27426re: Why would you own any individual company within SPY outside of SPY if it haInDivGrowthWeTrust1March 12
27425Genuine Parts touts breakup plan, AI push at UBS conference; shares swing higherchowder2March 12
27424Re: Are you saying you invest a higher % of NVDA in the growth portfolios youchowder-March 12
27423Thanks for responding. I think you helped make my point. Half of his portfolio ichowder-March 12
27422RE: Speaking only for myself, when looking for growth, I'm looking for tjritz0-March 12
27421This is why I exited all BDC's except MAIN at the beginning of the year. Prchowder2March 12
27420I think you have quite a wrong conclusion there-NVDA is over 7% of SPY as you stMadharry-March 12
27419Alpha Spread doesn't have enough data to provide an Intrinsic Value for GEV,chowder-March 12
27418Re: Do you mean every portfolio you manage has exposure to all 5 layers? No,chowder1March 12
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