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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans Symbol
26380 487 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 -- 01/30/2026

Message 35413275
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RETIREMENT PORTFOLIO: ... Income and Growth

UPDATED -- 01/30/2026

Message 35413315

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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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26380Financial sector better start putting up a fight, sitting at a precarious positiDitchdigger-yesterday
26379I still heat with wood ;)Ditchdigger4yesterday
26378remember a time before electricity? Remember the debates over AC vs DC?candsrr-yesterday
26377surely things change and skills are lost that's progress remember a time bef2hugo1yesterday
26376re: Revisiting the VPU chart in the post I'm responding to, looks like we shInDivGrowthWeTrust2yesterday
26375Revisiting the VPU chart in the post I'm responding to, looks like we shouldDitchdigger-yesterday
26374Thanks, I appreciate the thought. Handling noisy environments is a bit more chQTI on SI-Saturday
26373RE: He bought $NVDA on AI conviction before knowing every detail because waijritz02Saturday
26372Wednesday night was quiet and just us in the hotel bar. Thursday wasn't tooMax2.01Saturday
26371OK thanks for the feedback... I owned NEE for a couple years and it went nowherMax2.01Saturday
26370Re. PNW Summit Please pick wherever is most convenient for the group. Just a hQTI on SI4Saturday
26369Stanley Druckenmiller says invest first then investigate when you have high convchowder1Saturday
26368Regarding NEE, do you have an concerns about the Debt load, Return on invested CR.Daneel.Olivaw2Saturday
26367RE:I am reasonably sure that I can fly directly to either Portland or Seattle frmacbolan-Saturday
26366If it happens in Seattle I can be of service. I'd be in on that, too.Mannie1Saturday
26365Re: NEE concerns. None at this time. Think growth, more than what some other utchowder3Saturday
26364If it happens in Seattle I can be of service. My suggestion would be early AuguSmart_Asset2Saturday
26363Chowder: Regarding NEE, do you have an concerns about the Debt load, Return on Max2.0-Saturday
26362I am reasonably sure that I can fly directly to either Portland or Seattle from Max2.01Saturday
26361Yes, It would be good to pick your brain at a Beer Summit. I definitely Second Max2.01Saturday
26360I'm just thinking about where to get a few drinks and dinner.jritz0-Saturday
26359RE: KCOP Yep, got in on the ground floor, it's only 2 days old. Hopefully jritz01Saturday
26358Brain atrophy is a real thing. I better go back to doing crossword puzzles anMax2.0-Saturday
26357RE: COST Yep, we love Costco. I've probably mentioned it before but I thoumacbolan3Saturday
26356<<I had sold CLX last year to harvest tax loss, but that one I bought backSmart_Asset-Saturday
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