| | | Re: YOUNG FOLK PORTFOLIO (YFP) ... UPDATED 09/21/2024
This portfolio, formally known as Project $3 Million went public at the beginning of 2010 with $42,205.
*** According to Fidelity - Time Weighted Results***
Year To Date Performance:
YFP ...... +21.64%
S&P 500 +20.78%
=====================
Portfolio Value: $453,814
Holdings: 19
====================
Portfolio Yield ....... 0.97%
Dividend Growth .. 7.2%
Portfolio Beta ....... 1.16
====================
Triple Crown Holdings:
ADP ....... +361.5%
DE ......... +207.2%
MCD ...... +193.3%
LLY ........ +174.0%
LMT ....... +168.0%
NVDA .... +160.9%
COST .... +144.5%
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PORTFOLIO BREAKDOWN ...
Company .. Value .. % Of Portfolio .. %Gain/Loss
SPY ........ $115,114 ... 25.4% ... +12.9%
SMH ....... $39,124 ..... 8.6% ..... +74.6%
NVDA ..... $33,645 ..... 7.4% ..... +160.9%
XLK ........ $32,603 ..... 7.2% ..... +14.6%
LMT ........ $19,255 ..... 4.2% ..... +168.0%
COST ..... $18,922 ..... 4.2% ..... +144.5%
LLY ......... $18,442 ..... 4.1% ..... +174.0%
MSFT ..... $17,747 ..... 3.9% ..... +30.2%
PH .......... $17,631 ..... 3.9% ..... +75.0%
SCHG .... $17,583 ...... 3.9% ..... +3.2%
CTAS ..... $16,680 ...... 3.7% ..... +82.5%
MA ......... $16,436 ...... 3.6% ..... +96.1%
HD ......... $15,822 ...... 3.5% ..... +81.2%
ISRG ..... $14,455 ...... 3.2% ..... +5.2%
MCD ...... $13,913 ...... 3.1% ..... +192.3%
ADP ....... $13,630 ..... 3.0% ..... +361.5%
CAT ........ $11,665 ..... 2.6% ..... +59.4%
DE .......... $10,788 .... 2.4% ..... +207.2%
SPMO .... $10,359 ..... 2.3% ..... +4.7% |
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