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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans
23606 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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ReplyMessage PreviewFromRecsPosted
23606Re: The Rivian R2 looks nice and a bit more affordable It should work wonders Rincon v2.0-2 hours ago
23605Re: maybe the technology and infrastructure is already in place to make it practRincon v2.0-2 hours ago
23604Re: when there's a line for the charger- that would start to extend the waitRincon v2.0-3 hours ago
23603I think i have a plan for the morning. I added the IYRI position in a Taxable amacbolan34 hours ago
23602I had not added to MCD since last November. I added 4 shares earlier this mornimacbolan14 hours ago
23601Re: MCD ... I was considering selling MCD in the Young Folk Portfolio come firschowder14 hours ago
23600Re: LLY ... I talk about the strong often getting stronger and it seems that LLchowder-4 hours ago
23599RE: Why not just buy a REIT index that write options (IYRI) That's a greamacbolan25 hours ago
23598RE: Are there others here who may have held positions in SPG and have alreadjritz0-5 hours ago
23597Couple of questions for the group mindshare. So I've seen several articles macbolan-5 hours ago
23596Good points. We have a honda Hybrid CRV and really like it. I guess I would Max2.0-6 hours ago
23595Re: Legacy Portfolio ... I added to a number of CEF's today, some for as lochowder17 hours ago
23594I just posted this on SA so I figured I would post it here: I started out this jritz017 hours ago
23593Re: SLV ... I believe there's a silver squeeze going on. SLV up +2.74% as Ichowder27 hours ago
23592The Rivian R2 looks nice and a bit more affordable (45k). Due to come out soon,Waitress17 hours ago
23591Nvidia Reportedly Seeing High Demand From China For H200 AI Chips PATRICK SEITZ1chowder-7 hours ago
23590I added a couple more AVGO shares today...and if what you say happens I'll amacbolan17 hours ago
23589I like the idea that Rivian's CEO expressed in that video the other day...thmacbolan17 hours ago
23588Re: Legacy Portfolio ... Today I started a new position in SWK. I'm lookinchowder28 hours ago
23587Re: AVGO ... AVGO is down another -4.65%as I type. I am of the opinion that marchowder78 hours ago
23586A few years ago I was thinking of purchasing a BEV, to go to and from work. Butmrw11g-9 hours ago
23585Cybertrucks are about as close as it gets to sighting Unicorns around here :) Thjvincen219 hours ago
23584With that big dividend coming next week for BUI, exdiv 12/22, went ahead and filALinVA-11 AM
23583Added a touch of O and a tad of MUC. I also placed a couple of fairly tight stoSmart_Asset-10 AM
23582Its boggles my mind that how often organizations take a good thing and ruin it iXray Engineer69 AM
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