Re: YOUNG FOLK PORTFOLIO ... UPDATED 08/01/2024
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 +16.70%
Taxable Account .. +14.48%
Roth IRA .............. +20.89%
Combined ........... +17.28%
The Roth is actively managed, the Taxable Account is passively managed.
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Portfolio Value: $427,740
Holdings: 22
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Triple Crown Holdings:
ADP ....... +336.3%
DE ......... +172.8%
MCD ...... +167.5%
LMT ....... +157.2%
LLY ........ +146.8%
NVDA .... +145.6%
COST .... +119.9%
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PORTFOLIO BREAKDOWN ...
Company .. Value .. % Of Portfolio .. %Gain/Loss
SPY ........ $106,021 ... 24.8% ... +8.3%
SMH ........ $37,991 .... 8.9% ..... + 69.5%
NVDA ...... $31,676 .... 7.4% ..... +145.6%
XLK ......... $30,861 .... 7.2% ..... +8.5%
LMT ........ $18,479 ..... 4.3% .... +157.2%
COST ..... $17,019 ..... 4.0% .... +119.9%
MSFT ..... $16,977 ..... 4.0% .... +24.8%
SCHG .... $16,694 ..... 3.9% .... <- 2.9%>
LLY ........ $16,635 ..... 3.9% .... +146.8%
CTAS ..... $15,532 ..... 3.6% .... +70.0%
MA ......... $15,405 ..... 3.6% ... +84.2%
PH ......... $15,068 ..... 3.5% ... +49.6%
HD ......... $14,463 ..... 3.4% ... +67.4%
SSO ...... $13,117 ...... 3.1% ... +8.4%
ADP ...... $12,884 ...... 3.0% ... +336.3%
MCD ...... $12,526 ..... 2.9% ... +167.5%
CAT ....... $10,443 ..... 2.4% ... +42.7%
DE ......... $9,474 ....... 2.2% ... +172.8%
SPMO ... $4,489 ....... 1.0% ... <-0.6%>
ISRG ..... $4,319 ....... 1.0% ... +7.9%
CAVA .... $3,848 ... 0.9% ... <-3.9%>
VRTX ... $3,820 ... 0.9% ... +2.9% |
