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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans
17772 453 1
Emcee:  chowder Type:  Moderated
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.

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.
==================

YOUNG FOLK PORTFOLIO: ... Growth

This is a growth portfolio, thus SPY is the the portfolio benchmark.

UPDATED -- 05/11/2025

Message 35132379

=============================

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 -- 04/08/2025

Message 35096261
============================

RETIREMENT PORTFOLIO: ... Income and Growth

UPDATED -- 05/17/2025

Message 35138584

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ReplyMessage PreviewFromRecsPosted
17772RE: CEF/ETF Income Laboratory (Stanford Chemist, et. al) I agree with Chowder eDiddywahdiddy-6 hours ago
17771Just getting back to skimming the SI wisdom here. Been busy checking off hikes wDiddywahdiddy-6 hours ago
17770Thank you!socalmike-yesterday
17769Thank you for your reply. ~Mikesocalmike-yesterday
17768I agree with Chowder. I do too, very helpful & I like the way they set up thabsolutely1yesterday
17767Re: Has anyone here used or is using CEF/ETF Income Laboratory (Stanford Chemchowder1yesterday
17766Sometimes companies sneak up on you without notice. Case in point, I had been adchowder1yesterday
17765Off Topic- Has anyone here used or is using CEF/ETF Income Laboratory (Stanfordsocalmike-yesterday
17764It will be interesting to see how Markets respond to the US bombing Iran. Down fcemanuel2yesterday
17763Re: NNN REXR sorry, no access on my subscription.R.Daneel.Olivaw-Saturday
17762RE: ...and made a batch of strawberry-rhubarb jam Nice. You inspired me the omacbolan1Saturday
17761Would anybody with access to ValueLine's small/mid cap reports be willing toSeeksQuality3Saturday
17760UpgradesMarvell Technology, Inc. (NASDAQ: MRVL): Upgrade Sell to Buy by Tech Stchowder-last Friday
17759Opened a position in BX in my Income IRA.weathersystems1last Friday
17758PIK. In the original article I posted, Scott Kennedy sums it up nicely I thinkmykesc20201last Friday
17757I've been trying to improve the income generated from my Income IRA so I opeweathersystems2last Friday
17756Stephanie Link ... $META continues to add more AI exposure as it has been one ochowder1last Friday
17755This should help explain: What is PIK? Payment-in-kind (PIK) is the use of a gAffinity4Investing-last Friday
17754CRWV on fire today, Up +9.23% as I type.chowder-last Friday
17753PIK? Read the SA piece but still not sure of the meaning.mancat-last Friday
17752<<I was able to get around it. Went the normal route (for me): Trade ---&gSmart_Asset-last Friday
17751I was able to get around it. Went the normal route (for me): Trade ---> Bondsdiegosan1last Friday
17750fwiw The ability to buy or sell Bonds is disabled on Schwab at this time on my Smart_Asset-last Friday
17749Re: Legacy Portfolio ... Today I trimmed the position in SGOV to make some buyschowder3last Friday
17748Trimmed MSFT, rolled the $180 option forward on GOOGL, cut TXN, added to ADBE, CSeeksQuality4last Friday
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