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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (508)	1/1/2022 1:42:33 PM
From: chowder	4 Recommendations Recommended By INCOGNIT0$ Menominee MinionMom&MarineWife red cardinal Read Replies (2) of 21709

RE: YOUNG FOLK PORTFOLIO ... UPDATED 12/31/21. This Portfolio, formally known as Project $3 Million went public in 2009 with $42,205. Portfolio Objective: $3 Million Income Objective: $120k/year Time To Retirement: 40 years $500/mo. contribution. Has been raised to $600 monthly. This portfolio ended its 12th year and here are the latest numbers: ------------------- TO STAY ON SCHEDULE - Year End 2021 Results Needed To Be: Portfolio Value - $261,952.15 2021 Result - $345,497.99 Dividend Cash Flow - $3,226.73 2021 Result - $7.005.33 Both Portfolio Value and Dividend Cash Flow objectives are ahead of schedule. ------------------ WHERE THE PORTFOLIO STANDS:: Portfolio balance ... $345,497.99 Annual dividends ... $7,740 (forward 12 mos.) Portfolio yield ..... 2.25% Dividend Growth 5 years ... 7.3% Chowder Number ... 9.55 Holdings ... 78 Beta ... 0.78 ---------------- TAXABLE ACCOUNT: Company ................... % Gain/Loss Automatic Data Processing (ADP) ... +315.68% Deere & Co. (DE) ............................. +220.10% Dollar General (DG) ......................... +219.21% Target (TGT) .................................... +213.05% McDonald's (MCD) .......................... +170.07% Nike (NKE) ....................................... +160.38% Abbott Laboratories (ABT) ............... +150.34% Sysco Corp. (SYY) ........................... +147.48% Home Depot (HD) ............................ +144.84% Norfolk Southern (NSC) ................... +129.87% Master Card (MA) ............................ +129.64% Johnson & Johnson (JNJ) ............... +118.01% NextEra Energy (NEE) .................... +111.99% PepsiCo (PEP) ................................ +101.70% Starbucks (SBUX) ........................... +100.95% Coca-Cola (KO) .............................. +99.97% Lockheed Martin (LMT) .................. +96.72% Colgate-Palmolive (CL) .................. +87.07% General Mills (GIS) ........................ +60.66% Southern Corp (SO) ....................... +56.36% Kimberly-Clark (KMB) .................... +54.14% Iron Mountain (IRM) ....................... +44.14% Crown Castle (CCI) ........................ +34.98% Digital Realty (DLR) ....................... +34.31% Procter & Gamble (PG) .................. +26.59% Anthem (ANTM) ............................. +21.04% United Health (UNH) ...................... +20.35% Pool Corp (POOL) ......................... +20.12% Lennox International (LII) ............... +7.63% Apple (AAPL) ................................. +5.58% Microsoft (MSFT) .......................... -0.45% Black Rock Science (BST) ........... -0.81% PIMCO Income (PTY) .................. -2.07% Virtus Allianz AI & Tech. (AIO) ...... -9.62% All holdings in the taxable account are set up on dividend reinvestment. ================ Roth IRA: Costco (COST) .......................... +217.11% Lowe's (LOW) ............................ +195.95% Union Pacific (UNP) ................... +141.38% Caterpillar (CAT) ........................ +110.34% American Water Works (AWK) ... +73.84% Tesla (TSLA) .............................. +63.13% Realty Income (O) ..................... +53.69% McCormick (MCK) ..................... +51.97% Broadcom (AVGO) .................... +34.94% NIVIDIA (NVDA) ........................ +31.02% Sherwin Williams (SHW) ........... +23.98% D. R. Horton (DHI) ..................... +23.42% Duke Energy (DUK) ................... +21.16% AbbVie (ABBV) .......................... +21.04% American States Water (AWR) .. +17.04% STERIS plc (STE) ..................... +14.89% Life Storage (LSI) ...................... +14.16% Cintas (CTAS) ........................... +12.66% Graco Inc (GGG) ...................... +12.55% Brookfield Infrastructure (BIP) .. +10.83% Calamos Strategic (CSQ) ......... +10.44% The Hershey Co (HSY) ............ +8.56% S&P Global (SPGI) ................... +8.35% Parker-Hannifan (PH) ............... +7.39% Badger Meter (BMI) .................. +7.29% Celanese Corp (CE) ................. +6.10% Reaves Utility Fund (UTG) ....... +6.04% Eli Lilly (LLY) ............................ +5.71% Amgen (AMGN) ....................... +5.07% Prudential (PRU) ..................... +5.05% Ball Corp (BLL) ........................ +4.38% Thermo Fisher (TMO) .............. +3.04% Tractor Supply (TSCO) ............ +2.61% Air Products & Chem. (APD) ... +2.16% LyondellBassell (LYB) .............. +1.21% Telus Corp (TU) ....................... +0.99% Toro Co (TTC) ......................... +0.98% Liberty All-Star (ASG) ............. +0.45% Stryker Corp (SYK) ................. +0.02% Snap-On (SNA) ...................... -0.32% Texas Instruments (TXN) ....... -0.36% Morgan Stanley (MS) ............ -2.16% Williams-Sonoma (WSM) ...... -7.01% T. Rowe Price (TROW) ......... -8.45% In the Roth IRA, the following assets are on dividend reinvestment, all others collected in cash. ABBV - ASG - COST - CSQ - DUK - LOW - LYB - O - PRU - SHW - TMO - TU - UTG. ================== DIVERSIFICATION (not counting CEF's): Consumer Discretionary - 26% Consumer Staples - 17% Industrials - 14% Healthcare - 12% Information Technology - 11% Utilities - 9% Real Estate - 5% Materials - 3% Financials - 2% Communications - 1% Energy - 0% ---------- TOP 5 GROWTH (will be allowed to grow, no position size limit) MSFT - LOW - COST - SHW - TMO TOP 5 CORE: JNJ - O - PG - PEP - LMT ====================== DECEMBER HIGHLIGHTS: AIO raised distribution 20% LLY raised dividend 15% AVGO raised dividend 14% TTC raised dividend 14% GGG raised dividend 12% AMGN raised dividend 10% SYK raised dividend 10% UNP raised dividend 10% ABT raised dividend 4.4% O raised dividend 0.20% (4th raise this year)

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