| | | Re: YOUNG FOLK PORTFOLIO (YFP) ... UPDATED 12/28/2024
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 ...... +29.20%
S&P 500 +28.07%
=====================
Taxable Account ... $248,470
Tax-Deferred .........$224,189
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Portfolio Value .....$472,659
Holdings: 19
====================
Portfolio Yield ....... 0.97%
Dividend Growth .. 7.3%
Portfolio Beta ....... 1.08
====================
Triple Crown Holdings:
ADP ....... +385.7%
NVDA ..... +208.0%
DE ......... +200.4%
MCD ...... +185.9%
LLY ........ +179.4%
COST .... +153.6%
LMT ....... +124.8%
MA ......... +111.5%
===================
PORTFOLIO BREAKDOWN ...
Company .. Value .. % Of Portfolio .. %Gain/Loss
SPY ........ $122,592 ... 25.9% .... +18.2%
SMH ........ $41,026 .... 8.7% ...... +83.1%
NVDA ...... $39,742 .... 8.4% ...... +208.0%
XLK ......... $34,913 .... 7.4% ...... +22.2%
COST ...... $19,629 .... 4.2% ...... +153.6%
SCHG ..... $19,425 .... 4.1% .... +12.8%
PH ........... $18,240 ... 3.9% .... +81.1%
MA ........... $17,774 ... 3.8% .... +111.5%
MSFT ...... $17,586 .... 3.7% .... +28.7%
LMT ........ $16,664 .... 3.5% .... +124.8%
HD .......... $16,028 .... 3.4% .... +81.7%
ISRG ...... $15,903 ..... 3.4% .... +15.7%
CTAS ...... $15,009 .... 3.2% .... +64.2%
ADP ........ $14,679 .... 3.1% .... +385.7%
MCD ....... $13,844 .... 2.9% .... +185.9%
SPMO .... $13,719 .... 2.9% .... +10.7%
CAT ........ $12,142 .... 2.6% .... +53.3%
LLY ......... $11,875 .... 2.5% .... +179.4%
DE .......... $11,868 .... 2.5% .... +200.4% |
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