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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
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Emcee:  chowder Type:  Moderated
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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:

UPDATED -- 11/23/2023
Message 34486974
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OLDER FOLK PORTFOLIO:

UPDATED -- 10/15/23
Message 34448635
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1631Just an additional comment, if you are using this ETF in a taxable account, I woDon010221an hour ago
1630I am of the opinion that if I am going to use and ETF in addition to individual chowder-2 hours ago
1629I was curious what the thinking is about using general dividend ETFs like Vacole505-3 hours ago
1628Re: YOUNG FOLK PORTFOLIO ... UPDATED 11/23/23 This portfolio, formally known aschowder3last Thursday
1627Good question. It had to do with position size and capital gains. HTGC had grownchowder-November 21
1626Good Day Chowder; why did you choose to trim HTGC over MAIN when its premium is Secret Recipe-November 21
1625The mid-month cash contribution hit the Young Folk Portfolio today in the amountchowder-November 14
1624There are several reasons for using SPY and having it represent at least 25% of chowder3November 14
1623Hi Chowder, since the YFP was primarily focused on stocks with a great DGR can yAlex25-November 14
1622In the Older Folk Portfolio, I trimmed shares in HTGC. It was considerably overvchowder-November 14
1621If you BIL is concerned with price volatility, then investing in many CEF's chowder-November 13
1620I tried to buy GQESX this morning from Fidelity----Not available to retail invesgarygr-November 13
1619Same thing happened when I moved accounts from Vanguard to Fidelity. All my pergarygr-November 13
1618Since most accounts have switched over to a new brokerage firm recently, I no lochowder-November 12
1617Old Folks Portfolio I know the portfolio is designed for income, but do you havegarygr-November 12
1616I had stated before I wanted to get the number of holdings down in the Young Folchowder1November 9
1615Today in the Older Folk Portfolio I trimmed shares in SRE. The reason for trimmichowder1November 8
1614Today in the Older Folk Portfolio, I added $5K each to BEP, BIPC and CM. CM .. chowder1November 6
1613Yesterday, in the Older Folk Portfolio, I added $10K worth of PRU which has a yichowder-November 3
1612Yesterday $200 hit the Young Folk Portfolio and $50 each was invested in: SHW .chowder-November 1
1611Today, in the Older Folk Portfolio, I added to the following. AEP, MO and O. Uchowder-October 31
1610I haven't added much to CEF's in the Older Folk Portfolio of late. The dchowder3October 30
1609I added to ABBV and MO in the Older Folk Portfolio on Friday. Valuentum had thichowder1October 29
1608Today I added to KMB, KO, NEE and PEP in the Older Folk Portfolio. KO and NEE hachowder1October 24
1607Thanx Chowder ... When Zen has it's max SP rise, I intend to sell enough of Mister D-October 22
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