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

To: chowder who wrote (1200)	10/31/2022 1:11:50 PM
From: chowder	2 Recommendations Recommended By peterad red cardinal Read Replies (2) \| Respond to of 21720

Re: Young Folk Portfolio ... Add On Buy Today a partial cash contribution of $200 hit the Taxable Account and I purchased: NKE - 2 shares @ $93.47 The objective with this account has been to bring each holding up to a full weight position. A full position in the Taxable Account is $8,000 and this brings NKE up to $8,002. The account has 20 holdings and now 19 of those 20 are either full or overweight positions. Next man up around the 15th of November is DPZ, it's the last underweight holding, currently at $7,659. This comment is linked to the last YFP update showing the holdings and position sizes of each company.

To: chowder who wrote (1200)	11/4/2022 7:08:36 PM
From: eaglebear	1 Recommendation Recommended By red cardinal Read Replies (1) \| Respond to of 21720

Chowder: Increase in dividend by TU !! Telus boosts payout by 3.7%, continuing streak of higher annual dividends since 2004

To: chowder who wrote (1200)	12/30/2022 10:29:40 AM
From: threewoodcapital	Read Replies (1) \| Respond to of 21720

Just discovered this forum, looks great! Have you provided a more updated look at the YFP? I went through a lot of the pages but didn't see one. I know you've since sold NVDA, just curious, thanks! (Here from SA).

To: chowder who wrote (1200)	12/31/2022 1:23:57 AM
From: chowder	4 Recommendations Recommended By Markbn Menominee The Beard Waitress Read Replies (2) \| Respond to of 21720

Re: YOUNG FOLK PORTFOLIO ... UPDATED 12/31/22 This portfolio, formally known as Project $3 Million went public at the end of 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 beginning in 2022. This portfolio has now finished its 13th year and here are the latest numbers: The portfolio value needs to grow at an 8.25% CAGR. It has grown at a 16.83% CAGR. The dividend cash flows need to grow at a 13.8% CAGR. It has grown at a 21.07% CAGR. So after 13 years, the portfolio is ahead of schedule in meeting these objectives. Portfolio Value: $319,014 (down 7.6% year over year) Annual Income: $8,218.16 (up 17.3% year over year) Portfolio Yield: 2.18% Dividend Growth 5 years: 9.2% Dividend Safety: 97% is likely safe 3% is borderline safe ------------------------------------------- 2546732C9 Discover Bank 4.05% CD - expires 1/20/23 ... $8,000 SECTOR BREAKDOWN: Consumer Discretionary -- 22% Industrials -- 17% Healthcare -- 16% Consumer Staples -- 13% Utilities -- 10% Real Estate -- 9% Information Technology -- 7% Materials -- 3% Communications -- 2% Financials -- 1% Energy -- 0% -------------------------------------------- PORTFOLIO BREAKDOWN: Comp. .. Position Size .. % Gain/Loss CONSUMER DISCRETIONARY: 22% MCD ..... $12,332 ... +160.9% DG ........ $10,532 ... +184.3% HD ........ $10,360 ... +62.5% NKE ...... $10,047 ... +52.4% TGT ...... $8,509 ..... +63.4% DPZ ...... $7,992 ..... -0.5% DHI ....... $5,205 ..... +10.9% TSCO ... $4,545 ..... +8.5% INDUSTRIALS: 17% LMT ..... $15,379 ... +146.6% DE ....... $12,473 ... +180.6% NSC .... $9,249 ...... +51.2% CAT ..... $5,787 ...... +87.0% CTAS ... $5,451 ...... +13.4% PH ....... $4,700 ...... +1.8% HEALTHCARE: 16% JNJ ..... $11,467 ... +95.5% ABT .... $9,805 ..... +61.6% ELV ..... $9,800 .... +17.1% TMO .... $6,067 .... -6.7% LLY ...... $5,894 .... +30.0% ABBV ... $5,703 ... +31.3% CONSUMER STAPLES: 13% PEP ...... $10,939 ... +84.3% PG ........ $10,444 ... +6.9% SYY ...... $7,739 ..... +45.4% COST ... $5,948 ..... +64.9% MKC ..... $4,396 ..... +16.0% UTILITIES: 10% SO ..... $10,487 ... +51.4% NEE ... $9,564 ..... +64.5% DUK ... $6,215 ..... +12.4% AWK ... $4,337 ..... +28.3% REAL ESTATE: 9% O ....... $7,755 ... +19.9% PLD ... $6,618 ... -6.1% LSI ..... $5,752 ... -13.6% VICI ... $2,592 .... 0.0% ESS ... $2,543 ... +0.9% MAA ... $2,512 ... +1.5% INFORMATION TECHNOLOGY: ADP ... $12,581 ... +246.7% MA ..... $9,804 ..... +61.0% MATERIALS: 3% APD .... $4,973 ... +20.5% SHW ... $4,308 ... -7.9% FINANCIALS: 1% SPGI ... $4,378 ... 10.2% ENERGY: 0% NONE ------------------------------------------------ DIVIDEND INCREASES SINCE LAST REPORT: MA increased dividend by 16% LLY increased dividend by 15% MAA increased dividend by 12% ABT increased dividend by 8.5% DE increased dividend by 6.2% MKC increased dividend by 5.4% O increased dividend for 4th time this year 0.20%