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

To: chowder who wrote (508)	12/7/2021 5:46:50 AM
From: chowder	1 Recommendation Recommended By Graustus Read Replies (1) \| Respond to of 21739

Re: Young Folk Portfolio ... Buy Enough dividends have accumulated where I can make a purchase in MSFT today. There isn't much to say about MSFT as everyone knows who they are and are aware of their past performance. However I do like to look for catalysts when buying overvalued companies and MSFT has plenty of catalysts. Argus Research and The Street give MSFT a BUY rating. CFRA has a STRONG BUY rating out on them. Credit Suisse has an OUTPERFORM rating on them. Wall Street has a VERY BULLISH rating on them and according to TD Ameritrade 23 analysts have BUY ratings on them and only 1 calls it a HOLD. I think there is enough strength there to add to the position. Here's what CFRA says: Our Strong Buy is primarily based on MSFT’s ongoing and, so far, very successful cloud transition, with strong traction for cloud versions of Office (i.e., “365”), Dynamics, Teams, and, of course, Azure cloud services. Revenue from cloud-based businesses also includes LinkedIn, Bing, and Xbox-Live and is now ~65% of total. As MSFT reaps greater scale efficiencies, we forecast operating margin to hit 50% in ‘23, up from 42% in ‘21, 45% in 1Q ‘22. We assume no revenue growth for Windows (we estimate ~12% of ‘21 revenue) through ‘23 but still expect higher contribution to net income from the Windows cash cow. We note tremendous upside potential in AR/VR, both for gaming and a growing number of industrial use cases well-suited to MSFT’s Hololens goggles and development platform. MSFT sounds like a ... git some to me.

To: chowder who wrote (508)	1/1/2022 1:42:33 PM
From: chowder	4 Recommendations Recommended By INCOGNIT0$ Menominee MinionMom&MarineWife red cardinal Read Replies (2) \| Respond to of 21739

RE: YOUNG FOLK PORTFOLIO ... UPDATED 12/31/21. This Portfolio, formally known as Project $3 Million went public in 2009 with $42,205. Portfolio Objective: $3 Million Income Objective: $120k/year Time To Retirement: 40 years $500/mo. contribution. Has been raised to $600 monthly. This portfolio ended its 12th year and here are the latest numbers: ------------------- TO STAY ON SCHEDULE - Year End 2021 Results Needed To Be: Portfolio Value - $261,952.15 2021 Result - $345,497.99 Dividend Cash Flow - $3,226.73 2021 Result - $7.005.33 Both Portfolio Value and Dividend Cash Flow objectives are ahead of schedule. ------------------ WHERE THE PORTFOLIO STANDS:: Portfolio balance ... $345,497.99 Annual dividends ... $7,740 (forward 12 mos.) Portfolio yield ..... 2.25% Dividend Growth 5 years ... 7.3% Chowder Number ... 9.55 Holdings ... 78 Beta ... 0.78 ---------------- TAXABLE ACCOUNT: Company ................... % Gain/Loss Automatic Data Processing (ADP) ... +315.68% Deere & Co. (DE) ............................. +220.10% Dollar General (DG) ......................... +219.21% Target (TGT) .................................... +213.05% McDonald's (MCD) .......................... +170.07% Nike (NKE) ....................................... +160.38% Abbott Laboratories (ABT) ............... +150.34% Sysco Corp. (SYY) ........................... +147.48% Home Depot (HD) ............................ +144.84% Norfolk Southern (NSC) ................... +129.87% Master Card (MA) ............................ +129.64% Johnson & Johnson (JNJ) ............... +118.01% NextEra Energy (NEE) .................... +111.99% PepsiCo (PEP) ................................ +101.70% Starbucks (SBUX) ........................... +100.95% Coca-Cola (KO) .............................. +99.97% Lockheed Martin (LMT) .................. +96.72% Colgate-Palmolive (CL) .................. +87.07% General Mills (GIS) ........................ +60.66% Southern Corp (SO) ....................... +56.36% Kimberly-Clark (KMB) .................... +54.14% Iron Mountain (IRM) ....................... +44.14% Crown Castle (CCI) ........................ +34.98% Digital Realty (DLR) ....................... +34.31% Procter & Gamble (PG) .................. +26.59% Anthem (ANTM) ............................. +21.04% United Health (UNH) ...................... +20.35% Pool Corp (POOL) ......................... +20.12% Lennox International (LII) ............... +7.63% Apple (AAPL) ................................. +5.58% Microsoft (MSFT) .......................... -0.45% Black Rock Science (BST) ........... -0.81% PIMCO Income (PTY) .................. -2.07% Virtus Allianz AI & Tech. (AIO) ...... -9.62% All holdings in the taxable account are set up on dividend reinvestment. ================ Roth IRA: Costco (COST) .......................... +217.11% Lowe's (LOW) ............................ +195.95% Union Pacific (UNP) ................... +141.38% Caterpillar (CAT) ........................ +110.34% American Water Works (AWK) ... +73.84% Tesla (TSLA) .............................. +63.13% Realty Income (O) ..................... +53.69% McCormick (MCK) ..................... +51.97% Broadcom (AVGO) .................... +34.94% NIVIDIA (NVDA) ........................ +31.02% Sherwin Williams (SHW) ........... +23.98% D. R. Horton (DHI) ..................... +23.42% Duke Energy (DUK) ................... +21.16% AbbVie (ABBV) .......................... +21.04% American States Water (AWR) .. +17.04% STERIS plc (STE) ..................... +14.89% Life Storage (LSI) ...................... +14.16% Cintas (CTAS) ........................... +12.66% Graco Inc (GGG) ...................... +12.55% Brookfield Infrastructure (BIP) .. +10.83% Calamos Strategic (CSQ) ......... +10.44% The Hershey Co (HSY) ............ +8.56% S&P Global (SPGI) ................... +8.35% Parker-Hannifan (PH) ............... +7.39% Badger Meter (BMI) .................. +7.29% Celanese Corp (CE) ................. +6.10% Reaves Utility Fund (UTG) ....... +6.04% Eli Lilly (LLY) ............................ +5.71% Amgen (AMGN) ....................... +5.07% Prudential (PRU) ..................... +5.05% Ball Corp (BLL) ........................ +4.38% Thermo Fisher (TMO) .............. +3.04% Tractor Supply (TSCO) ............ +2.61% Air Products & Chem. (APD) ... +2.16% LyondellBassell (LYB) .............. +1.21% Telus Corp (TU) ....................... +0.99% Toro Co (TTC) ......................... +0.98% Liberty All-Star (ASG) ............. +0.45% Stryker Corp (SYK) ................. +0.02% Snap-On (SNA) ...................... -0.32% Texas Instruments (TXN) ....... -0.36% Morgan Stanley (MS) ............ -2.16% Williams-Sonoma (WSM) ...... -7.01% T. Rowe Price (TROW) ......... -8.45% In the Roth IRA, the following assets are on dividend reinvestment, all others collected in cash. ABBV - ASG - COST - CSQ - DUK - LOW - LYB - O - PRU - SHW - TMO - TU - UTG. ================== DIVERSIFICATION (not counting CEF's): Consumer Discretionary - 26% Consumer Staples - 17% Industrials - 14% Healthcare - 12% Information Technology - 11% Utilities - 9% Real Estate - 5% Materials - 3% Financials - 2% Communications - 1% Energy - 0% ---------- TOP 5 GROWTH (will be allowed to grow, no position size limit) MSFT - LOW - COST - SHW - TMO TOP 5 CORE: JNJ - O - PG - PEP - LMT ====================== DECEMBER HIGHLIGHTS: AIO raised distribution 20% LLY raised dividend 15% AVGO raised dividend 14% TTC raised dividend 14% GGG raised dividend 12% AMGN raised dividend 10% SYK raised dividend 10% UNP raised dividend 10% ABT raised dividend 4.4% O raised dividend 0.20% (4th raise this year)