| | | Re: YOUNG FOLK PORTFOLIO (YFP) ... UPDATED 11/01/2025
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 .....$566,186
Annual Income ... $4,684
Portfolio Yield ....... 0.83%
Dividend Growth .. 8.0%
Portfolio Beta ....... 1.24
Holdings .............. 22
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YTD PERFORMANCE:
YFP .......... Up +20.32%
S&P 500 ... Up +17.20%
Triple Crown Holdings:
NVDA .... +332.4%
SMH ...... +167.5%
ADP ....... +167.6%
LLY ........ +166.2%
COST .... +144.9%
CAT ....... +136.4%
DE ......... +121.4%
PH ......... +118.0%
MCD ..... +112.4%
MA ........ +105.6%
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PORTFOLIO BREAKDOWN ... (Equities)
Company .. Value .. % Of Portfolio .. %Gain/Loss
NVDA ....... $60,158 .... 10.6% ..... +332.4%
PH ............ $22,181 ..... 3.9% ...... +118.0%
CAT .......... $21,319 ..... 3.8% ...... +136.4%
MSFT ....... $21,270 ..... 3.8% ...... +54.5%
MA ............ $19,496 ..... 3.4% ...... +105.6%
COST........ $19,199 ...... 3.4% ..... +144.9%
HD ........... $18,794 ...... 3.3% ..... +54.7%
MCD ........ $17,268 ...... 3.0% ..... +112.4%
DE ........... $16,176 ...... 2.9% ..... +121.4%
CTAS ....... $15,181 ...... 2.7% ..... +64.3%
ADP ......... $15,132 ...... 2.7% ..... +167.6%
LLY .......... $14,374 ...... 2.5% ..... +166.2%
PLTR ....... $11,453 ...... 2.0% ..... +22.0% (new holding)
MDB ........ $3,703 ........ 0.7% ..... +12.3% (new holding)
PANW ...... $3,568 ........ 0.6% ..... +7.9% (new holding)
AVGO ...... $3,516 ........ 0.6% ...... +6.1% (new holding)
HWM ....... $1,171 ........ 0.2% ...... +6.6% (new holding)
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ETF's:
SPY ......... $148,660 .... 26.3% ..... +32.6%
SMH ........ $59,956 ...... 10.6% ..... +167.5%
XLK ......... $50,312 ....... 8.9% ...... +49.1%
SPMO ..... $18,809 ....... 3.3% ...... +37.1%
IBIT ......... $4,491 ......... 0.8% ...... -6.4% (Bitcoin)
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All dividends are reinvested back into the underlying holding. (DRIP) |
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