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

To: chowder who wrote (1485)	3/4/2023 4:37:01 PM
From: chowder	2 Recommendations Recommended By The Beard Waitress Respond to of 21749

Re: Young Folk Portfolio (edit) ... I'm unable to edit the portfolio update, what is written stays written. I forgot to mention that in the YFP I sold positions in DUK and TU to make the SMH purchase. Since this is a 'growth' and income portfolio, the emphasis should be on growth. I think SMH will deliver more capital growth than DUK or TU. Additionally, I'm not astute on technology. The average third grade student probably knows more about technology than I do and I have no interest in learning about it, so investing in SMH seemed the proper course of action for me to have the Information Technology sector represented.

To: chowder who wrote (1485)	3/6/2023 5:28:31 PM
From: chowder	1 Recommendation Recommended By Bocor Read Replies (1) \| Respond to of 21749

Re: Young Folk Portfolio ... Adjustments Today I sold the JNJ position and I spread the proceeds around in some of the other holdings in the account. JNJ was up 70% in capital gains and the sale generated $9,898.15 in cash to be reinvested elsewhere. SELL: JNJ ... 64 shares BOUGHT: DPZ .... 6 shares @ $315.10 SYY .... 26 shares @ $76.68 NEE ... 13 shares @ $74.26 NSC .... 4 shares @ $227.32 ELV ..... 2 shares @ $473.07 DG ...... 5 shares @ $219.31 HD ...... 3 shares @ $299.50 PG ...... 7 shares @ $140.83 TGT .... 1 share @ $165.83 SO ...... 1 share @ $64.87 This brings these positions up in size to: PG ...... $10,718 HD ...... $10,676 DG ...... $10,502 ELV ..... $9,979 SYY .... $9,767 SO ...... $9,646 TGT .... $9,597 NEE .... $9,406 NSC .... $9,238 DPZ .... $9,196

To: chowder who wrote (1485)	3/29/2023 8:59:03 AM
From: humanglowstick	Read Replies (1) \| Respond to of 21749

Hi Chowder - Is SHW on the hot seat? At what point would you consider making changes with SHW with mediocre guidance and pretty insignificant dividend increase? Thanks for your time

To: chowder who wrote (1485)	5/1/2023 8:28:23 PM
From: chowder	3 Recommendations Recommended By Menominee red cardinal Waitress Read Replies (3) \| Respond to of 21749

Re: YOUNG FOLK PORTFOLIO ... UPDATED 5/1/23 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: $316,526 -- (an $8,000 withdrawal was made in January) Annual Income: $6,748 Portfolio Yield: 2.13% Dividend Growth 5 years: 9.6% Holdings: 39 Dividend Safety: 93% is likely safe 5% is borderline safe (DPZ and VICI) 2% is unrated (IHI and SMH) IHI is a Medical Devices ETF. SMH is a semiconductor ETF. ------------------------------------------ PORTFOLIO BREAKDOWN ... Taxable Account Comp ... % Gain/Loss .. Position Size ... Annual Income ADP ...... +213.1% ... $11,776 ... $266 MCD ..... +191.9% ... $14,006 ... $286 DE ........ +148.9% ... $11,148 ... $145 LMT ...... +135.8% ... $14,935 ... $381 DG ........ +117.7% ... $10,565 ... $113 PEP ....... +93.5% ... $11,754 ... $310 MA ......... +76.6% ... $10,726 ... $64 TGT ....... +69.1% .... $9,188 .... $252 NKE ....... +66.3% ... $11,015 ... $117 ABT ....... +63.2% .... $9,970 .... $183 SO ........ +56.1% .... $11,069 ... $418 HD ........ +46.1% .... $10,736 ... $301 NEE ...... +43.5% .... $9,916 .... $241 SYY ...... +33.1% .... $9,886 .... $257 NSC ..... +21.1% ..... $9,337 .... $241 PG ....... +10.6% .... $11,957 ... $287 IHI ......... +9.0% .... $10,263 ... $45 DPZ ..... <8.8%> ... $9,082 ... $141 ------------------------------------------------ ....... +62.8% ... $4,055 Annual Income ===================================== PORTFOLIO BREAKDOWN ... Roth Account Comp ... % Gain/Loss .. Position Size ... Annual Income COST .... +78.0% ... $6,443 ... $53 CAT ....... +77.3% ... $5,274 ... $116 LLY ........ +44.2% ... $6,561 ... $73 DHI ........ +34.8% ... $6,347 ... $58 ABBV .... +23.6% ... $5,477 ... $210 MKC ...... +21.6% ... $5,086 ... $89 AWK ...... +19.1% ... $4,923 ... $95 LSI ......... +17.9% ... $8,013 ... $286 O ........... +17.3% ... $7,730 ... $380 CTAS .... +16.0% ... $5,595 ... $55 APD ...... +14.6% ... $5,101 ... $120 PH ........ +14.4% ... $5,307 ... $95 TSCO ... +14.3% ... $5,088 ... $87 SMH ..... +5.8% .... $11,959 .. $115 VICI ...... +3.7% ..... $3,520 ... $162 ESS ...... +3.5% .... $3,567 ... $149 PLD ...... +1.9% .... $7,236 ... $205 MAA ..... <0.8%> ... $3,452 ... $125 ARE ..... <1.2%> ... $3,289 ... $130 SPGI ... <2.5%> ... $5,116 .... $50 SHW ... <8.9%> ... $4,918 ... $51 --------------------------------------------------- ....... +16.4% ... $2,713 Annual Income ================================ DIVIDEND INCREASES YTD: TMO raised by 16.7% ELV raised by 15.6% COST raised by 13.3% TSCO raised by 12.0% PH RAISED BY 11.3% 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% AWK raised by 8.0% DG raised by 7.3% SPGI raised by 5.9% JNJ raised by 5.2% ESS raised by 5.0% DE raised by 4.2% PG raised by 3.0% SO raised by 2.9% O raised by 2.4% SYY raised by 2.0% SHW raised by 0.8%