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

To: chowder who wrote (1518)	5/8/2023 12:56:00 PM
From: threewoodcapital	Read Replies (1) \| Respond to of 21763

Quick question, you list TMO as the largest raise in the portfolio, but I don't see TMO listed in the portfolio. Was it used as a source of cash?

To: chowder who wrote (1518)	5/15/2023 12:03:07 PM
From: chowder	2 Recommendations Recommended By Menominee red cardinal Read Replies (1) \| Respond to of 21763

Re: Young Folk Portfolio ... Add On The mid month cash contribution hit the account today and with that I added the following: ARE - 1 share MAA - 1 share VICI - 5 shares These are all in the Roth. All of this year's cash contribution will be added to the real estate portion of this account. The 3 companies listed above were the smallest positions and I am trying to bring them up in size. The real estate portion of this portfolio has the following characteristics: Holdings: 8 Balance: $43,228 Income $1,510 Dividend Yield: 3.49% Dividend Growth: 8.3% Position ... Value LSI ...... $8,020 O ........ $7,673 PLD .... $7,415 DHI .... $6,424 MAA ... $3,526 ESS .... $3,439 VICI .... $3,373 ARE .... $3,358 DHI is a homebuilder but I thought it belonged in the real estate sector of this portfolio.

To: chowder who wrote (1518)	6/14/2023 5:32:21 PM
From: chowder	1 Recommendation Recommended By red cardinal Read Replies (1) \| Respond to of 21763

Re: YOUNG FOLK PORTFOLIO ... UPDATED 6/14/23 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: $314,060 -- (an $8,000 withdrawal was made in January) Annual Income: $6,344 Portfolio Yield: 2.02% Dividend Growth 5 years: 9.5% Holdings: 40 Dividend Safety: 94% is likely safe 4% is borderline safe (VICI) 3% 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 ...... +205.3% ... $11,483 ... $266 MCD ..... +182.5% ... $13,551 ... $286 DE ........ +158.3% ... $11,666 ... $146 LMT ...... +126.7% ... $14,356 ... $381 PEP ...... +84.6% ... $11,210 ... $310 MA ........ +73.3% ... $10,550 ... $64 DG ........ +54.0% ... $8,093 ..... $118 SO ........ +48.5% ... $10,528 ... $418 HD ........ +46.7% ... $10,776 ... $301 ABT ...... +43.6% ... $10,341 ... $205 NEE ..... +33.3% ... $10,287 ... $262 NSC .... +26.5% ... $10,634 ... $259 SYY .... +22.6% ... $10,500 ... $289 NVDA .. +9.9% ..... $6,813 .... $2 AMD .... +6.3% .... $6,570 ..... no dividend IHI ....... +5.0% .... $12,492 ... $58 ACN .... +3.4% .... $6,285 ..... $89 AAPL ... +3.4% .... $6,231 .... $32 MSFT .. +2.8% .... $6,039 .... $48 ------------------------------------------------------- ........... +50.2% ... $3,541 annual dividends ==================================== PORTFOLIO BREAKDOWN ... Roth Account Comp ... % Gain/Loss .. Position Size ... Annual Income CAT ....... +97.7% ... $5,939 ... $126 COST .... +89.8% ... $6,896 ... $53 LLY ........ +59.1% ... $7,238 ... $73 SMH ...... +32.1% .. $14,938 .. $115 PH ......... +28.5% ... $5,959 ... $95 MKC ...... +25.1% ... $5,233 ... $89 CTAS .... +22.0% ... $5,883 ... $55 AWK .... +18.7% ... $4,907 ... $95 O ......... +15.2% ... $7,629 ... $382 LSI ...... +12.2% ... $5,579 ... $209 APD .... +11.7% ... $5,003 ... $121 ABBV ... +9.3% .... $4,903 ... $213 ESS ..... +7.5% .... $4,706 ... $186 SPGI ... +5.7% .... $5,545 ... $50 TSCO .. +4.3% ... $4,643 ... $87 PLD ..... +1.8% ... $5,150 ... $146 VICI .... -0.1% ... $4,767 ... $229 ARE .... -0.3% ... $4,755 ... $193 MAA .... -1.1% ... $4,808 ... $175 SHW ... -3.4% ... $5,213 ... $51 -------------------------------------------------- ......... +20.0% ... $2,752 annual dividends ================================ 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% CAT raised by 8.3% 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% AAPL raised by 4.3% DE raised by 4.2% PG raised by 3.0% SO raised by 2.9% ARE raised by 2.5% O raised by 2.4% SYY raised by 2.0% SHW raised by 0.8%