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

To: chowder who wrote (89)	5/29/2021 5:49:23 PM
From: balajius2	Read Replies (1) \| Respond to of 21742

Thanks Chowder for sharing the latest portfolio. If you don't mind, it would be helpful to know at what age of your son this portfolio was started and you have already shared that its been 13 years since initiation

To: chowder who wrote (89)	6/30/2021 6:54:47 PM
From: chowder	2 Recommendations Recommended By Graustus Menominee Read Replies (2) \| Respond to of 21742

RE: Young Folk Portfolio ... June update. Portfolio Objective: $3 Million ... Income Objective: $120k/year ... 40 years ... $600/mo. contribution. This portfolio is into its 12th 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: $223,370 Annual Dividends for end of 2021: $3,226 Here is where the portfolio stands: Portfolio balance ... $304,073 Annual dividends ... $7,044 (forward 12 mos.) Portfolio yield ..... 2.32% Holdings ... 57 Beta ... 0.80 The portfolio is well ahead of schedule. Ticker ... Market Value ... Gain or Loss ... % of Account ADP ...... $9,533 .... +256.1% ... 3.1% DE ........ $8,403 .... +233.6% ... 2.8% TGT ..... $11,154 ... +232.7% ... 3.7% =============== DG ...... $8,321 .... +195.1% ... 2.7% SYY .... $4,267 .... +155.9% ... 1.4% NKE .... $7,926 .... +138.9% ... 2.6% MCD .. $10,573 ... +136.6% ... 3.5% MA ...... $6,968 .... +134.1% ... 2.3% LOW ... $5,793 .... +124.5% ... 1.9% JNJ ..... $9,130 .... +113.0% ... 3.0% LMT ... $10,889 ... +112.5% ... 3.6% ABT .... $8,097 .... +108.1% ... 2.7% NSC ... $6,602 .... +106.7% ... 2.2% ============= UNP ..... $4,623 .... +99.3% ... 1.5% SBUX ... $6,371 .... +93.7% ... 2.1% HD ....... $8,397 .... +89.2% ... 2.8% KO ....... $7,705 .... +84.0% ... 2.5% CAT ..... $4,958 .... +82.5% ... 1.6% CL ....... $5,087 .... +78.3% ... 1.7% MKC ... $5,058 .... +77.5% ... 1.7% COST .. $4,717 ... +72.5% ... 1.6% PEP .... $7,682 .... +71.8% ... 2.5% NEE .... $6,520 .... +67.2% ... 2.1% ============= GIS ...... $6,674 .... +46.0% ... 2.2% KMB .... $5,985 .... +44.3% ... 2.0% AWK .... $2,957 .... +42.4% ... 1.0% SE ....... $2,197 .... +41.7% ... 0.7% SO ....... $7,427 .... +39.9% .... 2.4% O ......... $5,952 ..... +35.4% ... 2.0% ROKU .. $2,756 .... +34.6% ... 0.9% VZ ....... $5,585 .... +26.8% ... 1.8% CCI ..... $2,927 .... +26.5% ... 1.0% ============ D .......... $5,447 .... +23.2% ... 1.8% IRM ...... $3,259 .... +19.5% ... 1.1% ARKK ... $2,877 .... +18.6% ... 0.9% TWLO .. $1,577 .... +17.5% ... 0.5% ETHE ... $3,512 .... +17.2% ... 1.2% DUK ..... $5,759 .... +16.1% ... 1.9% ARKW .. $2,927 ... +15.7% ... 1.0% NVDA ... $1,600 ... +14.7% ... 0.5% DLR ..... $3,009 .... +14.3% ... 1.0% PTY ..... $7,825 .... +13.9% ... 2.6% PYPL ... $3,206 ... +10.0% .... 1.1% ============ CSQ .... $4,331 ... +6.6% ... 1.4% CHPT .. $2,015 ... +5.7% ... 0.7% PG ...... $5,802 ... +4.5% ... 1.9% UTG .... $4,252 ... +4.5% ... 1.4% ARKX .. $1,135 ... +3.5% ... 0.4% NEP .... $3,131 ... +3.4% ... 1.0% SQ ...... $2,682 ... +2.8% ... 0.9% AIO ..... $5,792 ... +1.0% ... 1.9% SOFI ... $1,572 ... +0.7% ... 0.5% TSLA .. $10,875 .. +0.3% .. 3.6% ============== ANTM ... $764 .... -0.2% .... 0.3% (new, purchased this week) NIO ...... $2,341 .. -4.8% .... 0.8% ARKG .. $5,273 ... -7.7% ....1.7% GBTC .. $1,878 ... -27.8% .. 0.6% ------------- June Highlights: TGT raised dividend by 32% CAT raised dividend by 7.8% UTG raised dividend by 5.6% O raised dividend by 0.2%