Re: YOUNG FOLK PORTFOLIO (YFP) ... UPDATED 02/10/2025
This portfolio, formally known as Project $3 Million went public at the beginning of 2010 with $42,205. Growth is the primary objective with this portfolio.
Portfolio Value .....$488,614
Annual Income ... $4,243
Portfolio Yield ....... 0.87%
Dividend Growth .. 7.3%
Portfolio Beta ....... 1.10
Holdings .............. 19
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Triple Crown Holdings:
ADP ........... +393.6%
MCD .......... +200.3%
LLY ............ +188.8%
COST ........ +186.6%
NVDA ........ +185.3%
DE ............. +155.4%
MA ............. +124.7%
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PORTFOLIO BREAKDOWN ...
Company .. Value .. % Of Portfolio .. %Gain/Loss
EQUITIES:
NVDA ....... $39,674 .... 8.1% .... +185.3%
COST ....... $22,182 .... 4.5% .... +186.6%
PH ............ $19,284 .... 3.9% .... +91.5%
MA ............ $18,886 .... 3.9% .... +124.7%
ISRG ........ $17,711 ..... 3.6% .... +28.9%
HD ........... $16,890 ..... 3.5% .... +91.5%
MSFT ....... $16,838 ..... 3.4% .... +23.2%
CTAS ....... $16,695 ..... 3.4% .... +82.7%
ADP ......... $15,294 ..... 3.1% .... +393.6%
DE ........... $15,199 ..... 3.1% .... +155.4%
MCD ....... $14,542 ..... 3.0% .... +200.3%
LLY ......... $13,720 ..... 2.8% .... +188.8%
CAT ......... $12,281 .... 2.5% .... +51.3%
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ETF'S:
SPY ......... $126,681 ... 25.9% ... +20.1%
SMH ........ $41,227 ..... 8.4% ..... +83.9%
XLK ......... $35,729 ..... 7.3% ..... +20.9%
SCHG ..... $25,653 ..... 5.3% ..... +10.4%
SPMO ..... $14,918 ..... 3.1% ..... +17.5%
PPA ......... $5,208 ....... 1.1% ..... +4.2% |
