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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
Posts SubjectMarks Bans Symbol
31104 511 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 -- 06/01/2026

Message 35534819
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RETIREMENT PORTFOLIO: ... Income and Growth

UPDATED -- 06/03/2026

Message 35536503

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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 -- 06/01/2026

Message 35535041

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ReplyMessage PreviewFromRecsPosted
31104I favor NVDA but hold both NVDA and AVGO.chowder-a minute ago
31103In my opinion, the Nasdaq 100 is a poorly constructed index. I know people like SeeksQuality-7 minutes ago
31102RE: I am selling any index fund e.g. QQQI, GPIQ, ROCQ that is based on Nasdajritz0-10 minutes ago
31101Re: I see where AVGO is getting a little press of late. Snap question -- AVGO SeeksQuality-19 minutes ago
31100I see where AVGO is getting a little press of late. Published 3 Jun 2026 AVGOchowder126 minutes ago
31099Re: CAT ... Caterpillar ( CAT) declares $1.63/share quarterly dividend, 7.9% ichowder146 minutes ago
31098 [graphic] Aberdeen Global Infrastructure Income Fund ASGI declares next varichowder3an hour ago
31097In 2000, the big companies were highly profitable... This is different.SeeksQuality-an hour ago
31096As a follow up, Saw this on Zero Hedge. Companies not making money now in price 389190-an hour ago
31095RE: Is anyone concerned that SPCX followed soon by Anthropic and Open AI are coMarkbn13 hours ago
31094Is anyone concerned that SPCX followed soon by Anthropic and Open AI are coming 389190-4 hours ago
31093CEF Time machine updated to 16 sessions — 05/13 through 06/10/2026. The -$9.05 nQTI on SI49 hours ago
31092Thanks to everyone who responded to my query about push vs. pull. appreciate thMarkbn-yesterday
31091Thanks. That was a wonderful article. Clear and included excellent examples. Markbn-yesterday
31090I own MLPI, NDIV but get much of my oil exposure through commodity funds. I'jritz0-yesterday
31089My 1 Energy Investment..... PEO..... But NOT adding until Oil retreats to pre-waInDivGrowthWeTrust5yesterday
31088Re: Lost 7% and 13%. Hope you have better results than me ... I can assure ychowder3yesterday
31087The energy sleeve is a core holding sector for the Legacy Portfolio. Since a Legchowder1yesterday
31086Chowder: You are buying energy and I am thinking of trimming my holdings in thedan1944-yesterday
31085I bought CVX and XOM on 3/30 and sold 4/15-----Only held for a couple weeks. Logarygr-yesterday
31084re: Push vs Pull with Broker Can only speak about E*Trade. If I Pull money intoInDivGrowthWeTrust-yesterday
31083Re: Legacy Portfolio ... I had mentioned that I was adding to energy with the rchowder4yesterday
31082Fiction! People on trail are friendly and watch out for each other. There are inberniel1yesterday
31081RE: You might want to watch that 1972 film (Deliverance) before hiking the Appalmacbolan1yesterday
31080Fidelity also does not charge you ATM fee when you are in a foreign country. RecXray Engineer2yesterday
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