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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans Symbol
28468 496 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
=============================

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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28455[graphic]chowder3yesterday
28454seekingalpha.com The headline number on the BLS Jobs report is strong, with 178SeeksQuality2yesterday
28453Oil was up 11% yesterday, highest one day increase since 2020. I was surprised tgarygr2yesterday
28452RE: I am unlike most, I carry a lot of cash. It just makes me feel good. Wejritz08yesterday
28451I watched night agent twice and its on my watch again list. its just ' Parad2hugo-yesterday
28450he was in Hotel Artemis and 'Atlas' imdb.com imdb.com dont know abo2hugo-yesterday
28449[ 3. BIDU ] => Hmm... Baidu comes with an investment risk I'm unwillingChairo Kiisu Ichiro5Thursday
28448BP sale proceeds. Here is what I did with them. Spread over two accounts. I tmykesc20203Thursday
28447Re: 5 Dirt Cheap Stocks to Buy With $1000 Right Now Interesting! 5. FDSchowder1Thursday
28446QT: Thanks for the reply. dandan19441Thursday
28445@Dan, since you mentioned PRU. Here is a DSM fundamental analysis on PRU (I alsoQTI on SI7Thursday
28444When making customers sick. Becomes more important than original recipes. All thberniel-Thursday
28443Re. Any idea of how your safety scores compare to SSD's safety scores? DanQTI on SI4Thursday
28442Re: Did your AI guy include a bias for Gemini? I didn't ask about Geminichowder9Thursday
28441Re. Gemini: I use Gemini AI framework extensively for pretty much everything, bQTI on SI2Thursday
28440Both DIVI and JEPI are ETFs, so they should always trade very close to NAV. Any SeeksQuality1Thursday
28439QT: Any idea of how your safety scores compare to SSD's safety scores? PRUdan1944-Thursday
28438FYI: DSM Analysis: The SI Board Mentioned Tickers (S&P 500 Segment only) QTI on SI5Thursday
28437RE: Today SSD notified me that JEPI just increased the variable dividend. Sjritz01Thursday
28436<<I own all 3 with no plans to sell. IYRI is my only direct exposure to reSmart_Asset1Thursday
28435RE: fwiw sold KSLV(good party before I got there), and IYRI and split the mojritz01Thursday
28434I asked Gemini when a company's quarterly report was going to occur. The aSmart_Asset1Thursday
28433RE: Considering selling IYRI and KSLV and moving that to JEPI. Anybody unloajritz0-Thursday
28432Ticker highlights from the investment board (March 29 – April 2, 2026) to includQTI on SI4Thursday
28431Re: I've already made a losing trade based on an incorrect AI piece of hachowder6Thursday
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