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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans Symbol
25776 484 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 -- 12/31/2025

Message 35376416
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RETIREMENT PORTFOLIO: ... Income and Growth

UPDATED -- 12/31/2025

Message 35376453

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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 -- 12/31/2025

Message 35376654

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ReplyMessage PreviewFromRecsPosted
25776For those who hold VZ - they are out with a second dividend raise within the lasJust Fine114 minutes ago
25775Only reason I can come up with for this sort of drop is a belief that things migChillyWillie-20 minutes ago
25774Posted on SA I bought some XLEI today to go along with my MLPI, NXG and UTF. Ifjritz0-31 minutes ago
25773Yes until recently. I bought it earlier in the decade. The past year has been diJust Fine137 minutes ago
25772Have you been happy with its performance?jritz0-53 minutes ago
25771I own OWL insteadJust Fine-an hour ago
25770RE: Alpha Buying: Below Book, High Yield, and Insider Conviction I'm nojritz0-3 hours ago
25769RE: 25% in U.S. stocks, to provide a strong return during times of prosperity. Fjritz0-4 hours ago
25768Re: SLV (Silver) is getting crushed in premarket, down -13%. Wowsa! Does that mcemanuel25 hours ago
25767I was getting nervous about how fast these ran up and sold out of all of them a A Dude Abides MN25 hours ago
25766Posted this yesterday on SA but had issues reaching this site yesterday. I soldjritz0-5 hours ago
25765RE: I believe you have expressed some concern about private lending and wondjritz025 hours ago
25764For some unknown reason, the link for an engineered pandemic showed when editingChairo Kiisu Ichiro-5 hours ago
25763[ The "Hard Asset" Hedge You have a robust defense against currency dChairo Kiisu Ichiro36 hours ago
25762SLV (Silver) is getting crushed in premarket, down -13%. Wowsa!chowder-8 hours ago
25761Re: What industrials you have or on your watch list other than the ones you lchowder2yesterday
25760Re - I think Industrials will do well this year, so I increased the exposureMili21-yesterday
25759Walter Bloomberg JP MORGAN SEES GOLD SURGING TOWARD $8,000 Gold could keep rachowder3yesterday
25758I ran the Legacy Portfolio through Gemini with my adjustments. This caught my atchowder5yesterday
25757I met with the owner of the Legacy Portfolio today, he had no idea where his porchowder3yesterday
25756Re: Young Folk Portfolio ... Here is how this portfolio was reviewed today by Achowder4yesterday
25755Yes, some of the non-techs holdings have done well the past month or so. I have QTI on SI5yesterday
25754Thanks all for your feedback. Have my eye on LCRX too. I will DCA also for this eaglebear2yesterday
25753I'm not convinced there's a rotation out of tech going on. It isn't cemanuel3yesterday
25752Had orders for CRWD & PLTR hit today. CRWD new position that when added toTop Of The World Ma1yesterday
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