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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (2)	4/18/2021 7:36:31 PM
From: freebird5888	Respond to of 21781

Thank you Mr. Chowder! Check "PG, % of account" please. It's not 6%!!

To: chowder who wrote (2)	5/29/2021 1:00:10 AM
From: chowder	2 Recommendations Recommended By Menominee peterad Read Replies (2) \| Respond to of 21781

Young Folk Portfolio update as of 5/28/21. Portfolio Objective: $3 Million ... Income Objective: $120k/year ... 40 years ... $500/mo. contribution. This portfolio is into its 13th year and to be on schedule for the 40 year objectives the portfolio needs to have the following numbers to be on schedule: Portfolio Balance: $221,342 Annual Dividends for end of 2021: $3,226 Here is where the portfolio stands: Portfolio balance ... $298,175 Annual dividends ... $6,830 Portfolio yield ..... 2.29% Holdings ... 60 Beta ... 0.81 The portfolio is well ahead of schedule. Ticker ... Market Value ... Gain or Loss ... % of account ADP ....... $9,408 ... +251.5% ... 3.2% DE ......... $8,602 ... +241.5% ... 2.9% TGT ...... $10,243 .. +229.3% ... 3.4% ----------- DG ....... $7,805 ... +176.8% ... 2.6% SYY ..... $4,445 ... +166.6% ... 1.5% LOW .... $5,234 ... +160.1% ... 1.8% MA ....... $6,521 ... +149.8% ... 2.2% CAT ..... $4,528 ... +147.6% ... 1.5% MCD ... $10,706 .. +139.6% ... 3.6% LMT .... $10,546 .. +126.1% ... 3.5% JNJ ...... $9,380 ... +118.8% ... 3.1% NSC .... $6,988 ... +118.8% ... 2.3% NKE .... $6,865 ... +115.3% ... 2.3% COST .. $3,373 ... +112.8% ... 1.1% ABT ..... $8,148 ... +109.4% ... 2.7% UNP .... $4,724 ... +103.6% ... 1.6% SBUX .. $6,375 ... +100.7% ... 2.1% ----------- HD ...... $8,397 ... +89.2% ... 2.8% KO ...... $7,873 ... +88.1% ... 2.6% CL ...... $3,822 ... +83.6% ... 1.3% MKC ... $5,101 ... +79.0% ... 1.7% PEP .... $7,670 ... +71.5% ... 2.6% NEE .... $6,514 ... +67.0% ... 2.2% GIS ..... $6,885 ... +50.6% ... 2.3% ----------- SO ........ $7,766 ... +48.0% ... 2.6% AWK ..... $2,962 ... +43.3% ... 1.0% KMB ..... $5,844 ... +40.9% ... 2.0% O .......... $6,079 ... +39.0% ... 2.0% ETHE ... $3,958 ... +32.1% ... 1.3% SE ........ $2,026 ... +30.7% ... 0.7% D .......... $5,439 ... +28.8% ... 1.8% VZ ........ $5,631 ... +27.9% ... 1.9% IRM ....... $3,353 ... +23.0% ... 1.1% CCI ....... $2,843 ... +22.8% ... 1.0% DUK ...... $5,792 ... +18.1% ... 1.9% DLR ...... $3,031 ... +15.1% ... 1.0% PTY ...... $7,857 ... +14.3% ... 2.6% UTG ..... $4,323 ... +6.2% ..... 1.4% IPOE .... $1,652 ... +5.8% ..... 0.6% CSQ ..... $3,245 ... +5.6% ..... 1.1% PG ....... $5,799 .... +4.4% .... 1.9% ARKW .. $2,615 ... +3.4% .... 0.9% ARKK ... $2,466 ... +1.6% .... 0.8% ROKU .. $2,080 ... +1.6% .... 0.7% ARKX ... $1,101 ... +0.4% .... 0.4% TWLO .. $1,344 ... +0.2% .... 0.5% ----------- AIO ...... $5,699 ... -0.2% ... 1.9% PYPL ... $2,860 ... -1.9% ... 1.0% PSTH ... $1,005 ... -4.4% ... 4.4% SQ ....... $2,448 ... -6.2% ... 0.8% LTCN ... $1,946 ... -6.6% ... 0.7% NEP ..... $2,802 ... -7.5% ... 0.9% TSLA .. $10,004 .. -7.7% ... 3.4% --------- ARKG .. $7,521 .. -18.4% .. 2.5% COIN ... $946 .... -24.1% ... 0.3% CHPT .. $1,412 .. -25.9% .. 0.5% GBTC .. $1,904 .. -26.8% .. 0.6% IPOF ... $294 ..... - 28.0% .. 0.1% IPOD ... $274 .... - 30.8% ... 01.% NIO ..... $1,699 .. -30.9% ... 0.6% ---------- On Tuesday, June 1 IPOE will be trading under the symbol SOFI as their partnership with So-Fi has been approved. The new symbol will show up in the next update. This update is linked to the last update.