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

To: chowder who wrote (1557)	8/15/2023 12:43:57 PM
From: BobinMurray	Read Replies (1) \| Respond to of 23738

Chowder, I have been following the Young portfolio for a while now. Somehow I missed when you removed ABBV and AMD from the portfolio or am I missing something? Thanks

To: chowder who wrote (1557)	8/29/2023 12:39:49 PM
From: chowder	2 Recommendations Recommended By Menominee MinionMom&MarineWife Read Replies (1) \| Respond to of 23738

Re: YOUNG FOLK PORTFOLIO ... UPDATED 8/29/23 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: $321,476 -- (an $8,000 withdrawal was made in January) Annual Income: $5,175 Portfolio Yield: 1.61% Dividend Growth 5 years: 10.0% Holdings: 30 Dividend Safety: 90% is likely safe 10% is unrated (IHI, SMH and SPY) IHI is a Medical Devices ETF. SMH is a semiconductor ETF. SPY is an S&P 500 Index ETF. ------------------------------------------ PORTFOLIO BREAKDOWN ... Taxable Account Comp ... % Gain/Loss .. Position Size ... Annual Income ADP ........ +262.6% .... $13,441 ... $265 MCD ....... +177.6% .... $13,269 ... $285 DE .......... +164.8% .... $11,681 ... $145 LMT ........ +123.5% .... $14,343 ... $384 MA .......... +91.6% ..... $11,475 ... $63 PEP ........ +82.7% ..... $10,991 ... $308 HD .......... +61.6% ..... $11,843 ... $300 DG .......... +48.1% ..... $7,783 .... $118 ABT ........ +44.3% ..... $10,334 ... $204 SO ......... +43.2% ...... $10,214 ... $420 NEE ...... +22.0% ....... $9,404 .... $261 NSC ...... +19.9% ...... $10,069 ... $259 NVDA .... +18.7% ...... $11,289 ... $3 SYY ...... +18.3% ....... $10,079 ... $288 ACN ...... +5.2% ......... $8,377 .... $116 AAPL ..... +1.7% ........ $8,238 .... $43 IHI ......... +0.4% ....... $10,029 .... $49 MSFT .... -0.6% ...... $8,165 .... $67 ---------------------------------------------------------- ............. +50.9% ..... $191,019 ... $3,583 ======================================= PORTFOLIO BREAKDOWN ... Roth Account Comp ... % Gain/Loss .. Position Size ... Annual Income LLY ........ +77.3% ..... $10,004 .... $81 COST .... +61.1% ..... $9,090 ...... $68 CAT ....... +58.0% ..... $10,553 .... $196 PH ......... +29.5% .... $9,225 ..... $131 DHI ........ +23.2% ... $10,869 ... $93 SMH ...... +21.7% ... $20,511 .... $159 CTAS ..... +15.8% ... $9,069 ..... $97 APD ....... +9.1% ..... $7,060 ..... $169 SHW ...... +4.3% ..... $7,662 ..... $68 TSCO .... +4.2% ..... $8,128 ..... $150 SPGI ...... +4.1% .... $7,503 ..... $68 SPY ....... -0.1% ..... $20,975 ... $305 ----------------------------------------------------------- ............. +20.5% ... $130,649 ... $1,591