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

To: chowder who wrote (1411)	1/3/2023 12:50:27 PM
From: chowder	Read Replies (1) \| Respond to of 21742

Re: Young Folk Portfolio ... Add On Buys The first cash contribution of $200 hit the Roth account today. Since everything is on automatic dividend reinvestment, the monthly cash contributions are all that can be used for add on buys. I recently added MAA, VICI and ESS to this portfolio with the objective of having real estate represent 12-15% of the portfolio value. These REIT' are the smallest positions un the Young Folk Portfolio and I want to start adding to them. Today I had enough cash to buy: MAA - 1 share @ $155.35 VICI - 1 share @ $31.97 This brings these positions up in value to: MAA .. $2632 VICI .. $2582 In other good news, the first dividend increase in 2023 has been announced .. LSI up 11.1%. This is the second dividend increase in six months. LSI increased the dividend by 8% back in July.

To: chowder who wrote (1411)	2/4/2023 2:51:33 PM
From: chowder	4 Recommendations Recommended By Markbn Mister D peterad The Beard Read Replies (2) \| Respond to of 21742

Re: YOUNG FOLK PORTFOLIO ... UPDATED 2/3/23 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: $314,588 -- (an $8,000 withdrawal was made in January) Annual Income: $6,893 Portfolio Yield: 2.19% Dividend Growth 5 years: 9.2% Dividend Safety: 97% is likely safe 3% is borderline safe ------------------------------------------- SECTOR BREAKDOWN: Consumer Discretionary -- 23% Industrials -- 17% Healthcare -- 15% Consumer Staples -- 12% Real Estate -- 10% Utilities -- 9% Information Technology -- 7% Materials -- 3% Communications -- 2% Financials -- 2% Energy -- 0% ---------------------------------------------------- Dividends collected and reinvested: APD .... $65.84 bought 0.277 shares PEP .... $69.63 bought 0.386 shares DG ...... $23.52 bought 0.102 shares SYY .... $49.61 bought 0.637 shares TU ...... $76.85 bought 3.903 shares MKC ... $20.69 bought 0.241 shares O ........ $30.38 bought 0.459 shares TMO ... $3.31 bought 0.006 shares LSI ...... $70.07 bought 0.674 shares MAA ... $23.80 bought 0.147 shares ESS .... $26.40 Free Balance Interest Adjustment ... $0.23 Interest Income - CD 4.05% Discover Bank ... $27.52 TOTAL DIVIDENDS: ... $487.85 --------------------------------------------------------- PORTFOLIO BREAKDOWN ... Taxable Account Comp. .. Position Size .. % Gain/Loss LMT ..... $14,513 ... +132.7% MCD .... $12,365 ... +161.6% ADP ..... $11,930 ... +222.9% DE ....... $11,812 ... +165.8% NKE ..... $10,957 ... +66.2% HD ....... $10,873 ... +70.6% JNJ ...... $10,685 ... +82.1% MA ....... $10,542 ... +74.1% PEP ..... $10,306 ... +72.6% TGT ..... $10,091 ... +93.8% ABT ..... $9,984 ..... +64.6% SO ....... $9,879 ..... +42.6% PG ....... $9,828 ..... +0.62% DG ....... $9,779 ..... +162.2% NSC ..... $9,463 ..... +54.7% ELV ...... $9,174 ..... +9.1% NEE ..... $8,542 ..... +46.9% DPZ ..... $8,298 ..... +3.3% SYY ..... $7,816 ..... +45.9% --------------------------------------------- ROTH IRA O ......... $8,294 ... +27.6% PLD ..... $7,727 ... +9.6% COST .. $6,708 ... +85.9% LSI ...... $6,531 ... < -2.9%> TMO .... $6,479 .. < -0.4%> TU ....... $6,477 .. < -4.1%> DUK .... $6,069 ... +9.7% CAT .... $5,985 ... +93.4% DHI ..... $5,809 ... +23.8% PH ...... $5,653 ... +22.5% LLY ..... $5,463 ... +20.5% CTAS .. $5,340 ... +11.0% ABBV .. $5,124 ... +18.0% SPGI ... $4,874 ..... 0.0% TSCO .. $4,617 ... +10.2% APD .... $4,598 ... +11.4% AWK ... $4,456 ... +31.8% SHW ... $4,288 ... < -6.2%> MKC ... $3,971 ... +4.3% MAA ... $3,140 ... +11.4% VICI .... $3,071 ... +6.3% ESS ... $2,994 ... +9.3% -------------------------------------------- DIVIDEND INCREASES YTD: ELV raised by 15.6% LSI raised by 11.1% NSC raised by 8.9% APD raised by 8.0% SPGI raised by 5.9%