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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans
23549 475 0
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 -- 11/01/2025

Message 35316191
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RETIREMENT PORTFOLIO: ... Income and Growth

UPDATED -- 11/01/2025

Message 35316254

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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 -- 08/02/2025

Message 35212500

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23549I knew you would come thru! Thanks!mykesc2020-an hour ago
23548nasdaq.com BlackRock CEF December DistributionsInDivGrowthWeTrust23 hours ago
23547BlackRock CEF December Distributions were declared Friday Can’t post the link beInDivGrowthWeTrust23 hours ago
23546I've noticed it also. Not sure what to make of it right now. I have done mmykesc202015 hours ago
23545BlackRock December CEF Dividends BlackRock normally declares their December CEFagniv16 hours ago
23544Nice summary as always. I am still waiting on ERH and I think PDI still could mykesc2020-6 hours ago
23543I really like Seeking Alpha seekingalpha.com as a place to find good ideas and dMannie1yesterday
23542I’d consider posting the source on GitHub so anyone can inspect the logic beforedcfleck-yesterday
23541Thanks Chowder. I am very much looking forward to the Santa Claus rally.Max2.01yesterday
23540As I mentioned yesterday, I use the Fidelity stock screener with custom filtersweathersystems1yesterday
23539Apple News is a great source for leads on stocks. I’m mostly a DGI purchaser buDoctorRicky-yesterday
23538Put unemployed Dividends to work today in my Retirement Portfolio, adding to: IInDivGrowthWeTrust-yesterday
23537Re: I actually added to PG yesterday, I might be early as well, but I like thisSeeksQuality2yesterday
23536Re: What happened to the Santa Claus rally? That's post-Christmas, the lasSeeksQuality-yesterday
23535Re: PG ... @CNBC Procter & Gamble "OK, maybe I started too soon whechowder2yesterday
23534Re: What happened to the Santa Claus rally? Too early for that. Overview Thechowder1yesterday
23533BTW: What happened to the Santa Claus rally?Max2.0-yesterday
23532hahahah ... good point. They will probably need an extra Billion Gallons of WatMax2.0-yesterday
23531Thanks for the heads up on AVGO...I just added a little AVGO and a little NVDA tmacbolan-yesterday
23530Re: I am buying tech today! Color me nuts! Sold a few shares of UNP (it had cSeeksQuality-yesterday
23529Re. I want to see the loop when one AI program thinks the other AI program scrQTI on SI3yesterday
23528This comment will probably go over like a lead balloon but I'm adding to my jritz01yesterday
23527Weekly CEF Charts: [graphic]QTI on SI2yesterday
23526Weekly CEF Market Report (Hybrid Full-Length + Trend Analysis) Week Ending 12/13QTI on SI8yesterday
23525I want to see the loop when one AI program thinks the other AI program screwed ucemanuel-yesterday
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