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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.


UPDATED -- 10/29/22
Message 34057470


UPDATED -- 11/15/22
Message 34081529
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1333I am vacationing out in San Diego and will be here for another week. I don'tchowder4yesterday
1332With purchases as small as they are, I buy at the market. When I'm ready to chowder2last Thursday
1331Your individual purchases are quite small. Do you buy at Market, or do you placsm1th-last Thursday
1330Realty Income: An Outperformer in 2022 By Brian Nelson, CFA The equity REIT achowder6last Thursday
1329Home Depot Says Customers Remain “Resilient and Engaged” ... On November 15, hchowder-last Thursday
1328Re: OLDER FOLK PORTFOLIO ... Add On Buys There was a good bit of buying done tochowder1last Wednesday
1327Re: Opinion Piece ... Condition of the market. Investec strategist Roger Lee archowder4last Wednesday
1326[graphic] Top Dividend Stocks: Leading Biotech AbbVie Hikes Payout STEVEN BELL0chowder2last Wednesday
1325Re: YOUNG FOLK PORTFOLIO OBJECTIVE UPDATE ... It was almost 13 years ago when Ichowder2last Wednesday
1324Analysts cited three themes for choosing dividend stocks. Dividend Aristocrats.chowder2November 29
1323Chowder: My bad I thought you did. Yes, your observation is correct, and we are eaglebear1November 29
1322Re: MRK - Dividend Increase It looks like the dividend increases are trending lchowder1November 29
1321Re: OLDER FOLK PORTFOLIO ... Add On Buys There was a good bit of buying done tochowder2November 29
1320Chowder MRK raises dividend to .73 per share: Merck raises dividend by 6% to $0eaglebear2November 29
1319New York Times: With federal aid on table, utilities shift to embrace climate contherancocas2November 29
1318Chowder: I have been adding to VZ over the last few months. Hoping MRK announceseaglebear1November 28
13173 Stocks Insiders Can’t Stop Buying This Month -- MRK, KO and VZ By Kritika Sarchowder1November 28
1316Here is how I would set up a portfolio replicating the YFP using the following bchowder6November 27
1315For the millennial rollover account for the 30-year-old. What would you recommecarbolady-November 27
1314Re: OLDER FOLK PORTFOLIO (OFP) WEEKLY UPDATE ... 11-21 to 11-25 (slow week) Divchowder3November 25
1313Re: YOUNG FOLK PORTFOLIO (YFP) WEEKLY UPDATE ... 11-21 to 11-25 (slow week) Thechowder-November 25
1312Amazon, Walmart, Target, and Costco Will Win the Holiday The big retailers havechowder3November 24
1311By Valuentum Analysts --- On October 14, UnitedHealth Group Inc (UNH) reported tchowder2November 24
1310Top Dividend Stocks: Morgan Stanley Offers Value And Yield For Investors Licenschowder3November 24
1309The Most Popular Wall Street Stock to Buy Right Now AT&T (T) has been quitechowder2November 22
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