Re: YOUNG FOLK PORTFOLIO (YFP) ... UPDATED 12/31/2025
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 .....$559,276
Annual Income ... $4,362
Portfolio Yield ....... 0.78%
Dividend Growth .. 8.5%
Portfolio Beta ....... 1.22
Holdings .............. 20
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YTD PERFORMANCE:
YFP .......... Up +19.28%
S&P 500 ... Up +18.25%
Triple Crown Holdings:
NVDA .... 298.2%
SMH ..... 166.2%
LLY ....... 163.5%
PH ........ 144.9%
CAT ...... 131.5%
MCD ..... 103.1%
COST ... 102.1%
MA ........ 102.0%
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PORTFOLIO BREAKDOWN ... (Equities)
Company .. Value .. % Of Portfolio .. %Gain/Loss
NVDA ...... $55,410 ...... 9.9% ..... +298.2%
PH .......... $25,557 ...... 4.6% ...... +144.9%
MSFT ..... $24,824 ...... 4.4% ...... +32.0%
CAT ........ $21,232 ...... 3.8% ...... +131.5%
MA .......... $21,232 ..... 3.8% ....... +102.0%
COST ..... $20,418 ..... 3.7% ....... +102.1%
LLY ......... $20,198 ..... 3.6% ....... +163.5%
CTAS ...... $19,827 ..... 3.5% ....... +46.8%
MCD ....... $18,778 ..... 3.4% ....... +103.1%
DE .......... $18,365 ..... 3.3% ....... +96.2%
HD .......... $17,917 ..... 3.2% ....... +37.2%
AVGO ..... $14,907 ..... 2.7% ...... <-1.1%> (new holding)
PLTR ...... $13,820 ..... 2.5% ...... +3.3% (new holding)
MDB ....... $9,862 ....... 1.8% ...... +9.2% (new holding)
PANW .... $3,083 ........ 0.6% ..... <-9.5%> (new holding)
ASML ..... $1,989 ........ 0.4% ..... <-0.5%> (purchased today)
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ETF's:
SPY ......... $101,311 ... 18.1% ... +26.4%
SMH ........ $59,660 ..... 10.7% ... +166.2%
XLK ......... $48,253 ...... 8.6% .... +42.7%
SPMO ..... $42,377 ...... 7.6% .... +11.5%
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All dividends are reinvested back into the underlying holding. (DRIP) |
