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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans Symbol
28278 496 0 SLV
Emcee:  chowder Type:  Moderated
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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ReplyMessage PreviewFromRecsPosted
28266Re - Energy suggestions/recommendations.... Thanks for the suggestions. I will aMili211yesterday
28265I have heard of COST and also invested in it. I addition, my Wife shops of COSTMax2.0-yesterday
28264Re: Consumer Staples ... Apologize for the long post but... Go back to your queSteve Mac3yesterday
28263I added to V and MSFT last week....twice for V!macbolan1yesterday
28262If you like to buy stocks at 52 week lows, or start your watch list from that dachowder4yesterday
28261I work off sector and position size percentages. When my allocation to a sector SeeksQuality6yesterday
28260So I'm not a regular trimmer like some of you folks. When you decide to trimacbolan-yesterday
28259RE: USFR I'm pretty simple. For me it all boiled down to the X-date when Imykesc20201yesterday
28258Re: any opinion/suggestion/recommendations? If you're talking about enerchowder3yesterday
28257Re - Portfolio weights I am reviewing my PF weights using variety of AI tools aMili21-yesterday
28256Re: Consumer Staples ... I was curious if AI could identify any Staples that hchowder4yesterday
28255RE: The core idea behind portfolio efficiency is when a portfolio offers itsjritz01yesterday
28254Re: Portfolio Efficiency ... >> What follows is not a criticism, but instchowder8yesterday
28253Re: What are you guys doing? Are you buying yield or growth? or both? Mainly grcemanuel4yesterday
28252Re: What are you guys doing? Are you buying yield or growth? or both? I'chowder3yesterday
28251I knew there were many discussions on rights offerings, I just couldn't recachowder1yesterday
28250Not SQ, but Wildpitcher (Dave) over on SA likes DIVO. He said DIVO has a higher suncoaster-yesterday
28249A tool for you guys to play around over the weekend: My experimental Stock ScreeQTI on SI4yesterday
28248I have a 3x position in EPD and have been trimming and will probably continue. ChillyWillie1yesterday
28247[ When I was using AI to help me with making portfolios more efficient ... ] =&Chairo Kiisu Ichiro4yesterday
28246[ Keep in mind, I don't know how long this Iran excursion premium will lastChairo Kiisu Ichiro10yesterday
28245I don't see this as a bad idea.Was there much resistance when they started r2hugo1yesterday
28244RE: Hi QTI, I'll offer three income-focused ETFs for your consideration:jritz0-last Friday
28243RE: 31% invested in funds, including SCHD (7.4%), JEPI (5.3%), DIVO, VYM, SPjritz01last Friday
28242I own MLPX, and get plenty of pipeline exposure without a K-1. Easy Peasychriscrna2last Friday
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