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.
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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:
This is a growth portfolio, thus SPY is the the portfolio benchmark.
UPDATED -- 09/21/2024
Message 34833501
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SENIOR CITIZEN PORTFOLIO:
Posted 05/12/2024
Message 34664725
No longer tracking. The portfolio has been turned back over to the client now that they are retired.
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OLDER FOLK PORTFOLIO 2.0:
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 -- 11/17/2024
Message 34912210
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