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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans Symbol
27719 491 0 SLV
Emcee:  chowder Type:  Moderated
Introduction Market Data Compact
As long as political comments are market related, they are acceptable. I expect folks to be adults in their responses. ..

Other topics and investment styles welcome. There is no right way or wrong way to invest here, only a way to try and make whatever way you choose a better way of getting results for you.

I will not tolerate criticism of others and how they invest. Feel free to share what you do, how you do it, and why you do it, but I will not allow you to infer others are knuckleheads for how they invest. I will not tolerate food fights, you can always go to SA for that.

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The portfolios I report on here are real portfolios using real money. They are not model portfolios. I provide two examples of portfolios I manage for people in different aspects of their investing lives.

1) Young Folk Portfolio.
2) Older Folk Portfolio.
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YOUNG FOLK PORTFOLIO: ... Growth

This is a growth portfolio, thus SPY is the the portfolio benchmark.

UPDATED -- 01/30/2026

Message 35413275
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RETIREMENT PORTFOLIO: ... Income and Growth

UPDATED -- 03/04/2026

Message 35445209

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LEGACY PORTFOLIO: ... Growth and Income

Since this is a growth and income portfolio, using equity and fixed income, I'm using VWELX, which does the same, as the benchmark.

UPDATED -- 03/06/2026

Message 35447937

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27699That is disappointing. I believe I read today that there is a huge backlog on tMax2.0-yesterday
27698Yeah, on second thought, no bank affiliations or other countries so I'll pasOneDonatoOne1yesterday
27697RE: Due to innovations (such as digital gold, gold backed stable coins, etc)jritz01yesterday
27696I try to give human-operated vehicles a wide berth as well. They've been aroSeeksQuality5yesterday
27695RE: Preferreds and alternatives to park cash. I have enough knowledge to be dajritz01yesterday
27694I hope they run a lot of those driverless rigs at night, when we are all sleepinmacbolan1yesterday
27693I went to the RIVN dealer nearby today...I was very disappointed. I think they hmacbolan2yesterday
27692SPYI, NBXG, PBDC, JEPQ, JEPI, UTG, UTF, DNP, BUI, SCHD. Using Gemini, looking atALinVA9yesterday
27691[ Is it possible, in a general sense that some of the information we are receivChairo Kiisu Ichiro2yesterday
27690Re: Personally I would NOT buy ahead of earnings. I concur! Normally I wouldchowder1yesterday
27689[ I assume you like gold more than silver at this time? ] => Continue to likChairo Kiisu Ichiro3yesterday
27688jritz0, you appear to be knowledgeable regarding preferred stock, something new OneDonatoOne-yesterday
27687Today my MU went in front of my NVDA in % gains in my Roth - standing at 453.55%cemanuel1yesterday
27686Based upon my limited introduction to this topic: The Marines would be deployed cemanuel-yesterday
27685The Marines can also drop from the air on to ships traveling through the straighchowder-yesterday
27684I don't recall if it was here or over on SA where someone commented on NSA bchowder-yesterday
27683Based upon my limited introduction to this topic: The Marines would be deployed diegosan2yesterday
27682I presently own 5 of them: VZ,O,MO,EIX,VZ,. Knew they were up but did not realizeaglebear1yesterday
27681Re: TTE ... I just bought TTE a little over a month ago, built it up to a fullchowder2yesterday
27680Opened a position(small) in ONDS... ....off to do some zephyr sprints...Smart_Asset-yesterday
27679Outlined below are 15 dividend stocks with market caps north of $10B that currenchowder8yesterday
27678Added to DNP again. Couldn't help it given its historically low discount. I QTI on SI3yesterday
27677CEF Bargain Map: March 17, 2026 (The image shows funds like NBXG, UTF, and BUI QTI on SI7yesterday
27676RE: Financials Under Pressure: XLF is the weakest link in the chain, down 9.jritz02yesterday
27675Is anybody familiar with the USS Tripoli, currently being deployed to the Middlecemanuel3yesterday
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