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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans
21688 467 1
Emcee:  chowder Type:  Moderated
NO POLITICS! .. 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 -- 07/31/2025

Message 35211062

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RETIREMENT PORTFOLIO: ... Income and Growth

UPDATED -- 08/02/2025

Message 35212272

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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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ReplyMessage PreviewFromRecsPosted
21688JEPI is still a much larger position than EGGS, but I felt EGGS deserves a placejritz0-an hour ago
21687Ok, fair enough. Some of these funds are relatively new without a lot of marketMax2.012 hours ago
21686I did my homework and I'm comfortable with my choice Every investment invojritz0-3 hours ago
21685I watched the video a few days ago. The comments were rather negative.Jeansn6-4 hours ago
21684Most Bought / Added To 1. O – Realty Income • Chowder added $5,000 to expand RQTI on SI14 hours ago
21683One liner summary on tickers talked about today: Closed-End Funds (CEFs)ADX – AQTI on SI24 hours ago
21682It's all about the options they use and how they write them. Some use 0DTE,jritz0-4 hours ago
21681Why is there such a variance in return among funds that are similar and presumabMax2.014 hours ago
21680The Times They Are a Changin' I sold 27% of my JEPI position today. JEPI hjritz0-5 hours ago
21679I thought about buying some when stock dropped to $18-$19 range, but didn't QTI on SI-6 hours ago
21678re INTC - I sold mine at $35 via covered calls.cajman116 hours ago
21677CAIE For anybody that bought into CAIE or are still researching the fund, here jritz0-6 hours ago
21676INTC is up 106% YTD. Who would have thought? [graphic]QTI on SI17 hours ago
21675Re: Retirement Portfolio ... I just got back from Myrtle Beach today so that I chowder38 hours ago
21674Yep, I kept my ARCC too.mykesc2020-8 hours ago
21673NVDA continues to kill it! ... In addition to the chart below, it's up anothchowder18 hours ago
21672Speaking of weaker hands, glad I didn't trim ARCC during the recent BDC pullQTI on SI28 hours ago
21671BDCs, me 3. Tho I admit I was enticed when they all dropped. I feel like I letmykesc202029 hours ago
21670re: BDCs - same opinion as youcajman1-9 hours ago
21669Anyone buying or adding to ARCC today? Personally, I am not adding to any of myMarkbn112 PM
21668RE: In sustained bear market, I figure NBXG will have a rough time paying its djritz0212 PM
21667I gave careful consideration to Jfritz's earlier points about NBXG and ROC. Max2.0-12 PM
21666Anyone buying or adding to ARCC today? They came out with a decent earnings repoQTI on SI412 PM
21665Re. In my opinion, not all these job cuts are from the US but still the number QTI on SI112 PM
21664@jritz0 Thanks for your response and I appreciate it. Maybe some day, I can get QTI on SI111 AM
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