Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: chowder who wrote (949)	5/16/2022 5:04:25 PM
From: chowder	2 Recommendations Recommended By red cardinal stardusting Read Replies (1) \| Respond to of 21808

Re: Young Folk Portfolio -- Replacement I finally sold the remaining shares of SBUX in the Young Folk Portfolio. At one point it was a full position with a triple digit return. I sold 1/2 of the position at the beginning of the year with a 68% gain, it had dropped that much in value. I sold the other 1/2 today with a 34% gain. With unionization and SBUX now paying for eligible travel expenses for employees seeking abortions or gender-affirming procedures, I just don't see them having the pricing power for a cup of coffee to offset all of the employees expenses they are going to incur. AMZN would be in a better position as far as pricing power goes, but I don't see it with SBUX. Several years ago when GILD lost pricing power I got out and GILD it has lagged ever since. I don't want to put up with that again via SBUX. I replaced it with DPZ. I like pizza. - Ha!

To: chowder who wrote (949)	6/8/2022 3:08:08 PM
From: chowder	2 Recommendations Recommended By peterad Zen Dollar Round Read Replies (2) \| Respond to of 21808

Re: YOUNG FOLK PORTFOLIO ... UPDATED 6/8/22 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 is now in its 13th year and here are the latest numbers: ------------------- TO STAY ON SCHEDULE - Year End 2022 Results Needed To Be: Year End 2022 Balance - $261,952 Currently - $319,667 Year End 2022 Dividend Cash Flows - $3,672 Currently - $7,128 Both Portfolio Value and Dividend Cash Flow objectives have already exceeded year end 2022 objectives. ------------------ WHERE THE PORTFOLIO STANDS:: Portfolio balance ... $311,483 Annual dividends ... $7,783 (forward 12 mos.) Portfolio yield ..... 2.50% Dividend Growth 5 years ... 6.2% Chowder Number ... 8.70 Holdings ... 62 Beta ... 0.72 A full position = $4,000 each. -------------------- Combined Portfolio (taxable and Roth accounts) - Sector Percentages Minus CEF's Company .. Position Size .. Gain/Loss CONSUMER DISCRETIONARY -- 22% MCD ..... $11,438 ... +145.7% DG ........ $9,795 ..... +182.5% HD ........ $8,519 ..... +64.8% TGT ...... $7,803 ..... +91.8% NKE ...... $6,683 ..... +79.5% TSLA .... $6,540 ...... +11.6% AMZN ... $4,846 ...... -16.8% DHI ....... $2,765 ...... -15.7% DPZ ...... $2,716 ...... +11.8% TSCO ... $2,198 ...... -6.7% HEALTHCARE -- 16% JNJ ....... $11,434 ... +97.4% ABT ...... $9,075 ..... +81.6% ANTM ... $8,462 .... +14.6% TMO ..... $4,980 ..... -9.4% ABBV ... $4,421 ..... +32.2% LLY ....... $3,123 .... +25.2% AMGN .. $2,452 .... +12.9% STE ...... $2,281 .... +2.7% SYK ...... $1,820 .... -12.1% CONSUMER STAPLES -- 14% PEP ...... $10,055 ... +69.4% PG ........ $8,069 ..... +0.9% SYY ...... $5,309 ..... +133.7% COST ... $4,681 ..... +120.4% KO ........ $2,878 ..... +73.7% GIS ....... $2,763 ..... +49.5% MKC ..... $2,403 ..... +41.4% KMB ..... $2,391 ..... +26.4% HSY ..... $2,326 ..... +16.6% INDUSTRIALS -- 13% LMT ...... $13,997 ... +127.8% DE ........ $9,277 ..... +178.5% NSC ..... $6,393 ..... +78.0% CAT ...... $4,797 ..... +114.1% CTAS ... $2,777 ..... +3.5% PH ....... $2,259 ...... -4.9% INFORMATION TECHNOLOGY -- 11% ADP ...... $11,542 ... +218.1% MA ........ $8,770 ..... +81.2% NVDA ... $4,489 ..... -16.8% KLAC ... $3,250 ..... +0.8% AVGO .. $2,839 ..... +10.7% UTILITIES -- 10% SO ..... $9,447 ... +69.5% NEE ... $7,511 ... +69.7% DUK ... $5,053 .. +21.5% D ........ $3,902 .. -2.1% AWK .. $2,952 ... +41.2% FINANCIALS -- 5% BMO ..... $3,921 ... -5.0% MS ........ $2,754 ... -12.4% PRU ..... $2,480 ... +1.8% SPGI .... $2,369 ... -17.9% TROW .. $2,110 ... -32.0% COMMUNICATIONS -- 4% T ............. $4,842 ... +6.5% GOOGL .. $4,706 ... -10.4% TU .......... $2,771 ... +1.5% REAL ESTATE -- 3% O ........ $6,153 ... +32.1% PLD ... $1,627 ... -17.4% LSI .... $1,573 ... -17.0% MATERIALS -- 2% SHW .... $3,499 ... -1.5% APD ..... $2,536 ... -2.4% ENERGY -- 0% -------------------------- ETF's and CEF's ARDC ... $5,126 ... -2.4% EXG ..... $4,716 ... -9.8% RYLD ... $2,102 ... -5.8% UTG ..... $4,226 ... +3.0% XYLD ... $2,118 ... -5.4% ------------------------ HIGHLIGHTS SINCE LAST UPDATE: CAT increased dividend 8.1% DE increased dividend 7.6% BMO increased dividend 4.5% TU increased dividend 3.4%