Re: YOUNG FOLK PORTFOLIO (YFP) ... UPDATED 01/30/2026
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 .....$578,951
Annual Income ... $4,795
Portfolio Yield ....... 0.83%
Dividend Growth .. 9.0%
Portfolio Beta ....... 1.27
Holdings .............. 25
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YTD PERFORMANCE:
YTD .......... Up +4.12%
S&P 500 ... Up +1.88%
Triple Crown Holdings:
NVDA ..... +308.0%
SMH ....... +225.6%
CAT ........ +165.6%
PH .......... +160.7%
LLY ......... +154.3%
DE .......... +122.5%
COST ..... +120.4%
MCD ....... +109.4%
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PORTFOLIO BREAKDOWN ... (Equities)
Company .... Value ... % Of Portfolio .. %Gain/Loss
NVDA ...... $56,786 ........ 9.8% ........ +308.0%
PH ........... $27,210 ....... 4.7% ......... +160.7%
CAT ......... $24,659 ....... 4.3% ......... +165.6%
COST ...... $22,177 ....... 3.8% ......... +120.4%
DE ........... $20,827 ....... 3.6% ......... +122.5%
MA .......... $20,221 ........ 3.5% ........ +89.0%
CTAS ...... $20,177 ........ 3.5% ........ +49.4%
HD .......... $19,505 ........ 3.4% ........ +49.4%
LLY ........ $19,492 ........ 3.4% ........ +154.3%
MCD ....... $19,354 ........ 3.3% ........ +109.4%
AVGO ..... $17,127 ........ 3.0% ........ -5.1%
ROK ....... $16,440 ........ 2.8% ........ -0.6%
NEE ....... $16,018 ........ 2.8% ........ +6.6%
ASML ..... $12,596 ........ 2.2% ........ +23.5%
VRT ........ $12,239 ....... 2.1% ........ +5.6%
RKLB ...... $11,993 ....... 2.1% ........ +6.2%
PLTR ...... $11,397 ....... 2.0% ........ -14.8%
RSG ....... $9,947 ......... 1.7% ........ -1.2%
FAST ...... $9,909 ......... 1.7% ........ -1.7%
MDB ....... $6,726 ......... 1.5% ........ -3.4%
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ETF's:
SPY ......... $73,049 ..... 12.6% ..... +28.9% (S&P 500 Index)
SMH ........ $47,435 ...... 8.2% ...... +225.6% (Semiconductors)
XLK ......... $39,017 ...... 6.7% ...... +49.2% (Technology)
SPMO ..... $32,610 ...... 5.6% ...... +16.9% (Momentum)
VBK ........ $9,855 ........ 1.7% ...... -1.4% (Small Cap Growth)
All dividends are reinvested back into the underlying holding. (DRIP) |
