| | | Re: YOUNG FOLK PORTFOLIO (YFP) ... UPDATED 05/11/2025
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 .....$460,621
Annual Income ... $4,384
Portfolio Yield ....... 0.95%
Dividend Growth .. 7.7%
Portfolio Beta ....... 1.16
Holdings .............. 18
====================
YTD PERFORMANCE:
YFP .......... Down -1.15%
S&P 500 ... Down -3.34%
Triple Crown Holdings:
ADP ........... +292.4%
MCD .......... +202.0%
COST ........ +170.2%
DE ............. +165.1%
NVDA ........ +149.1%
LLY ............ +141.1%
MA ............. +112.1%
=====================
PORTFOLIO BREAKDOWN ...
Company .. Value .. % Of Portfolio .. %Gain/Loss
NVDA ..... $34,651 ........ 7.5% ........ +149.1%
COST ..... $21,179 ........ 4.6% ........ +170.2%
MA .......... $20,057 ........ 4.4% ........ +112.1%
PH .......... $18,493 ........ 4.0% ......... +81.8%
MSFT ..... $17,960 ........ 3.9% ......... +31.1%
CTAS ..... $17,717 ........ 3.8% ......... +91.8%
ADP ....... $16,405 ........ 3.6% ........ +292.4%
ISRG ..... $16,046 ........ 3.5% ......... +15.9%
DE ......... $16,032 ........ 3.5% ........ +165.1%
HD ......... $15,823 ........ 3.4% ......... +59.5%
MCD ..... $14,878 ......... 3.2% ........ +202.0%
CAT ...... $11,751 ......... 2.6% ......... +33.3%
LLY ....... $11,700 ......... 2.5% ........ +141.3%
=======================================
ETF's:
SPY .......... $119.489 .... 25.9% .... +12.0%
SMH .......... $36,897 ..... 8.0% ...... +64.6%
XLK ........... $32,970 ..... 7.2% ...... +11.3%
SCHG ....... $24,252 ...... 5.3% ...... -0.5%
SPMO ....... $14,320 ...... 3.1% ..... +12.8% |
|
