| | | Re: YOUNG FOLK PORTFOLIO ... UPDATED 06/30/2024
This portfolio, formally known as Project $3 Million went public at the end of 2009 with $42,205.
*** According to Fidelity - Time Weighted Results:
Year To Date Performance ... +17.28% vs. S&P 500 +11.30%
Portfolio Value: $410,285
Holdings: 23
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Triple Crown Holdings:
ADP ....... +306.7%
DE ......... +196.0%
NVDA .... +177.8%
LLY ........ +168.4%
MCD ...... +153.7%
COST .... +128.8%
LMT ....... +118.9%
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PORTFOLIO BREAKDOWN ...
Company .. Value .. % Of Portfolio .. %Gain/Loss
SPY ......... $76,121 ... 18.6% ... +12.6%
SMH ........ $42,874 ... 10.4% ... +91.3%
NVDA ...... $35,832 .... 8.7% .... +177.8%
XLK ......... $33,145 .... 8.1% .... +16.5%
MSFT ...... $18,191 .... 4.4% .... +33.8%
LLY ......... $18,093 .... 4.4% .... +168.4%
COST ..... $17,709 .... 4.3% .... +128.8%
LMT ........ $15,726 .... 3.8% .... +118.9%
CTAS ...... $14,275 .... 3.5% .... +56.2%
PH .......... $14,258 .... 3.5% .... +41.6%
HD .......... $13,885 .... 3.4% .... +60.7%
SSO ........ $13,246 .... 3.2% .... +9.5% (new position)
MA .......... $12,713 .... 3.1% .... +99.7%
SCHG ..... $12,347 .... 3.0% .... +1.4% (new position)
MCD ....... $11,878 ..... 2.9% .... +153.7%
ADP ........ $11,694 .... 2.9% .... +306.7%
MU .......... $11,302 .... 2.8% .... -4.8% (new position)
CAT ......... $10,300 ... 2.5% .... +44.7%
DE ........... $9,690 ..... 2.4% .... +196.0%
SPMO ..... $4,430 ..... 1.1% .... +3.0% (new position)
ISRG ...... $4,260 ..... 1.0% .... +6.5% (new position)
CAVA ...... $4,224 ..... 1.0% .... +5.6% (new position)
CMG ....... $4,091 .... 1.0% ..... -1.4% (new position)
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All holdings are set up on dividend reinvestment. |
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