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

To: chowder who wrote (1452)	2/14/2023 8:06:22 PM
From: chowder	1 Recommendation Recommended By red cardinal Read Replies (1) \| Respond to of 21736

Re: Young Folk Portfolio ... Add On Buys The mid-month cash contribution of $400 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's are the smallest positions in the Young Folk Portfolio and I want to start building them up in size. Today I had enough cash to buy: MAA - 1 share @ $172.01 VICI - 5 shares @ $34.27 Here is what the REIT portion of this portfolio currently looks like after today's add on buys. REIT Balance: $38,246 Annual Income: $1,270 Dividend Yield: 3.32% Dividend Growth: 7.0% Real Estate currently represents 10% of the portfolio value. HOLDINGS: O ......... $8064 PLD ..... $7498 LSI ....... $7303 DHI ...... $5791* MAA .... $3272 VICI ..... $3213 ESS ..... $3105 *DHI is a home builder and not a REIT but it made sense to me to have a home builder as part of a real estate portfolio.

To: chowder who wrote (1452)	3/4/2023 2:25:46 PM
From: chowder	3 Recommendations Recommended By red cardinal The Beard Waitress Read Replies (4) \| Respond to of 21736

Re: YOUNG FOLK PORTFOLIO ... UPDATED 3/4/23 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: $307,592 -- (an $8,000 withdrawal was made in January) Annual Income: $6,629 Portfolio Yield: 2.16% Dividend Growth 5 years: 9.7% Holdings: 40 Dividend Safety: 94% is likely safe 4% is borderline safe (DPZ and VICI) 2% is unrated (SMH) ------------------------------------------ PORTFOLIO BREAKDOWN ... Taxable Account Comp. .. Position Size .. % Gain/Loss LMT ...... $15,108 ... +142.2% MCD ..... $12,591 ... +166.4% DE ........ $12,533 ... +180.2% ADP ..... $11,900 .... +222.1% PEP ..... $10,551 .... +76.7% NKE ..... $10,385 .... +57.5% MA ....... $10,207 .... +68.1% JNJ ...... $9,998 .... +70.4% HD ....... $9,789 .... +53.6% PG ....... $9,777 .... <-0.5%> SO ....... $9,518 .... +37.4% TGT ..... $9,477 .... +82.0% ABT ..... $9,373 .... +53.4% DG ...... $9,333 .... 150.3% ELV .... $8,984 .... 7.4% NSC ... $8,572 .... 40.1% NEE ... $8,446 .... 45.2% SYY .... $7,769 ... 45.0% DPZ .... $7,032 .. <-12.4%> Dividends Collected and Reinvested: DE ..... $34.91 bought 0.085 shares MA ..... $16.07 bought 0.043 shares ABT ... $45.55 bought 0.427 shares PG ..... $62.94 bought 0.455 shares NSC .. $50.67 bought 0.225 shares -------------------------------------------------------- ROTH IRA: SMH ... $11,758 ... +4.0% O ......... $7,944 ..... +21.7% LSI ...... $7,523 ..... +11.8% PLD .... $7,452 ..... +5.8% COST .. $6,204 ... +71.4% CAT ..... $6,167 ... +108.3% TMO .... $6,167 ... <-5.2%> PH ....... $5,812 ... +25.9% ABBV .. $5,561 ... +25.5% DHI ..... $5,432 ... +15.4% CTAS .. $5,333 ... +10.9% LLY ..... $5,130 ... +13.2% APD .... $4,783 ... +15.1% TSCO .. $4,650 .. +11.0% SPGI ... $4,523 .. <-7.2%> SHW ... $4,145 .. <-11.4%> AWK ... $3,993 ... +17.5% MKC ... $3,884 ... +2.0% VICI .... $3,276 ... +4.8% ESS .... $3,251 ... +9.4% MAA ... $3,213 ... +2.1% Dividends Collected and Reinvested: APD ..... $26.14 bought 0.091 shares DHI ...... $14.60 bought 0.147 shares ABBV ... $52.23 bought 0.343 shares O ......... $30.49 bought 0.463 shares CAT ..... $28.99 bought 0.117 shares COST .. $11.73 bought 0.023 shares AWK .... $18.64 bought 0.134 shares PH ....... $21.48 bought 0.06 shares ------------------------------------------------------------ DIVIDEND INCREASES YTD: TMO raised by 16.7% ELV raised by 15.6% TSCO raised by 12.0% LSI raised by 11.1% HD raised by 10.0% NEE raised by 10.0% PLD raised by 10.0% DPZ raised by 10.0% PEP raised by 10.0% NSC raised by 8.9% APD raised by 8.0% SPGI raised by 5.9% ESS raised by 5.0% DE raised by 4.2% O raised by 2.4% SHW raised by 0.8%