Re: YOUNG FOLK PORTFOLIO (YFP) ... UPDATED 04/08/2025
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 .....$396,014
Annual Income ... $4,337
Portfolio Yield ....... 1.10%
Dividend Growth .. 7.6%
Portfolio Beta ....... 1.13
Holdings .............. 18
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YTD PERFORMANCE:
YFP .......... Down -13.95%
S&P 500 ... Down -13.63
Triple Crown Holdings:
ADP ........... +253.0%
MCD .......... +188.7%
COST ........ +143.5%
LLY ............ +138.5%
DE ............. +123.4%
NVDA ........ +105.7%
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PORTFOLIO BREAKDOWN ...
Company .. Value .. % Of Portfolio .. %Gain/Loss
NVDA ...... $28,606 .... 7.2% .... +105.7%
COST ...... $19,092 .... 4.8% .... +143.5%
MA ........... $16,905 .... 4.3% ..... +79.3%
CTAS ....... $15,685 .... 4.0% ..... +69.8%
PH ........... $15,006 .... 3.8% ..... +47.5%
ADP ........ $14,755 .... 3.7% ..... +253.0%
HD .......... $14,625 .... 3.7% ..... +47.4%
MSFT ..... $14,514 .... 3.7% ...... +6.0%
MCD ....... $14,221 .... 3.6% ..... +188.7%
ISRG ....... $13,687 ... 3.5% ...... -1.1%
DE .......... $13,395 .... 3.4% ..... +123.4%
LLY ......... $11,568 .... 2.9% ..... +138.5%
CAT ......... $9,379 ..... 2.4% ..... +14.1%
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ETF'S:
SPY ......... $104,799 .... 26.5% .... -1.6%
SMH ......... $29,721 ..... 7.5% ...... +32.6%
XLK .......... $27,232 ..... 6.9% ...... -8.1%
SCHG ...... $20,805 ...... 5.3% ..... -14.6%
SPMO ...... $12,019 ...... 3.0% ..... -5.3% |
