| | | Re: YOUNG FOLK PORTFOLIO (YFP) ... UPDATED 07/31/2025
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 .....$525,690
Annual Income ... $4,985
Portfolio Yield ....... 0.95%
Dividend Growth .. 8.2%
Portfolio Beta ....... 1.19
Holdings .............. 20
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YTD PERFORMANCE:
YFP .......... Up +12.48%
S&P 500 ... Up +8.98%
Triple Crown Holdings:
NVDA ....... +279.8%
ADP ......... +221.6%
DE ........... +152.5%
COST ...... +152.2%
LLY .......... +116.8%
MCD ........ +115.0%
SMH ........ +112.8%
MA ........... +111.3%
PH ........... +106.0%
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PORTFOLIO BREAKDOWN ...
Company .. Value .. % Of Portfolio .. %Gain/Loss
NVDA ...... $52,841 ..... 10.1% ..... +279.8%
MSFT ...... $21,878 ...... 4.2% ...... +59.3%
PH .......... $20,957 ...... 4.0% ...... +106.0%
MA .......... $19,981 ...... 3.8% ...... +111.3%
COST ..... $19,766 ...... 3.8% ...... +152.2%
CTAS ..... $18,394 ...... 3.5% ...... +99.1%
DE ......... $18,312 ...... 3.5% ...... +152.6%
HD ......... $18,097 ...... 3.4% ...... +50.4%
ADP ....... $17,897 ...... 3.4% ...... +221.6%
MCD ...... $17,262 ...... 3.3% ...... +115.0%
NEE ...... $16,362 ...... 3.1% ....... +1.5% (new position)
CAT ....... $16,118 ...... 3.1% ....... +78.7%
ISRG ..... $15,393 ...... 2.9% ...... -13.0% (on probation)
LLY ........ $12,905 ...... 2.5% ...... +116.8%
PLTR ..... $3,484 ........ 0.7% ...... +5.6% (new position)
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ETF's:
SPY ......... $128,930 .... 24.5% ... +25.2%
SMH ........ $47,695 ...... 9.1% ..... +112.8%
XLK ......... $39,873 ...... 7.6% ..... +34.3%
SPMO ..... $17,572 ...... 3.3% ..... +31.2%
IBIT ......... $1,972 ........ 0.4% ..... -1.4% (new position)
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All dividends are reinvested back into the underlying holding. (DRIP) |
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