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

To: chowder who wrote (977)	6/14/2022 3:13:42 PM
From: chowder	2 Recommendations Recommended By Menominee red cardinal Read Replies (1) \| Respond to of 21804

Re: Young Folk Portfolio ... Buys I am currently looking to increase the cash flows this portfolio generates. I want to increase the cash flows over the next 18 months at a high rate as I explained in an earlier comment. With this in mind I added to the following ETF's today: RYLD - yield 11.24% XYLD - yield 11.31% Both of these funds are covered call funds. RYLD option trades the Russell 2000, XYLD option trades the S&P 500.

To: chowder who wrote (977)	8/11/2022 1:44:27 PM
From: chowder	1 Recommendation Recommended By mmarra200 Read Replies (1) \| Respond to of 21804

Re: YOUNG FOLK PORTFOLIO ... UPDATED 8/11/22 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: ------------------- WHERE THE PORTFOLIO STANDS:: Portfolio balance ... $321,513 Annual dividends ... $7,935 (forward 12 mos.) Portfolio yield ..... 2.47% Dividend Growth 5 years ... 6.4% Chowder Number ... 8.87 Holdings ... 58 Beta ... 0.76 A full position = $4,000 each. -------------------- Combined Portfolio (taxable and Roth accounts) - Sector Percentages Minus CEF's Company .. Position Size .. Gain/Loss CONSUMER DISCRETIONARY: 23% of portfolio value MCD ...... $12,118 ... +160.3% DG ......... $10,533 ... +203.8% HD ......... $8,885 ..... +71.8% TGT ....... $8,423 ..... +107.0% TSLA ..... $7,858 ..... +34.0% NKE ....... $6,237 ..... +67.5% AMZN .... $5,686 ..... -2.3% DHI ........ $3,015 ..... -7.0% TSCO .... $2,915 ..... -6.9% DPZ ....... $2,852 .... +17.4% HEALTHCARE: 16% of portfolio value JNJ ....... $10,861 ... +87.5% ABT ...... $8,824 ..... +76.6% ELV ...... $8,211 ..... +11.2% TMO .... $5,379 ...... -2.2% ABBV ... $4,228 ..... +26.4% LLY ....... $3,335 ..... +18.0% SYK ...... $3,093 ..... -5.8% AMGN .. $2,782 ..... +14.0% STE ...... $2,766 ..... -3.7% CONSUMER STAPLES: 15% of portfolio value PEP ...... $10,706 ... +80.4% PG ........ $8,128 ..... +1.6% COST ... $5,361 ..... +152.4% SYY ...... $5,180 ..... +128.0% GIS ....... $3,123 ..... +69.0% MKC ..... $3,061 ..... +33.0% HSY ...... $2,967 ..... +21.2% KO ........ $2,919 ..... +76.2% KMB ..... $2,475 ...... +30.8% INDUSTRIALS: 13% of portfolio value LMT ...... $13,514 ... +120.0% DE ........ $9,411 ..... +182.5% NSC ..... $6,899 ..... +92.1% CAT ...... $4,459 ..... +71.4% PH ........ $3,042 ..... +4.5% CTAS ... $3,026 ...... +12.5% INFORMATION TECHNOLOGY: 11% of portfolio value ADP ...... $13,272 ... +265.7% MA ........ $8,539 ..... +76.4% NVDA ... $4,354 ...... -19.3% KLAC ... $3,367 ...... +4.4% AVGO ... $3,335 ..... +6.5% UTILITIES: 10% of portfolio value SO ...... $9,928 ... +78.1% NEE .... $8,643 ... +95.3% DUK .... $5,059 ... +20.4% D ......... $3,946 ... -1.0% AWK ... $3,180 ... +41.5% REAL ESTATE: 4% of portfolio value O ...... $6,827 ... +45.2% LSI ... $3,485 .... +5.5% PLD .. $3,247 ... -3.6% COMMUNICATIONS: 4% of portfolio value GOOGL ... $4,794 ... -8.7% T .............. $4,178 ... -8.1% TU ........... $3,028 ... -3.2% MATERIALS: 2% of portfolio value SHW ... $3,476 ... -8.9% APD .... $3,215 ... +3.7% FINANCIALS: 1% of portfolio value SPGI ... $3,118 ... -5.0% ENERGY: Zero Holdings --------------------------------- CEF's and ETF's: (not included in sector percentages above) ARDC ... $5,061 ... -4.5% EXG ...... $4,979 ... -5.9% UTG ...... $4,212 ... +1.3% XYLD .... $3,213 ... -4.3% RYLD .... $3,183 ... -3.9% --------------------------------- HIGHLIGHTS SINCE LAST REPORT: KLAC increased dividend by 24% CTAS increased dividend by 21% TGT increased dividend by 20% HSY increased dividend y 15% STE increased dividend by 9.3% LSI increased dividend by 8.0% GIS increased dividend by 5.9% DUK increased dividend by 2.0% O increased dividend by 0.2% (multiple increases this year)