To: chowder who wrote (1599 ) 11/23/2023 11:24:46 AM From: chowder 4 RecommendationsRecommended By
Read Replies (2) | Respond to Re: YOUNG FOLK PORTFOLIO ... UPDATED 11/23/23 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: $326,404 -- (an $8,000 withdrawal was made in January) Annual Income: $5,235 Portfolio Yield: 1.60% Dividend Growth 5 years: 9.4% Holdings: 26 Dividend Safety: 90% is likely safe 10% is unrated (SMH and SPY) 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 ...... +226.4% ... $12,314 ... $298 MCD ..... +174.6% ... $13,321 ... $315 LMT ...... +122.8% ... $14,514 ... $406 DE ........ +120.9% ... $11,475 ... $167 LLY ....... +90.8% ..... $10,765 ... $81 MA ....... +81.7% ..... $12,245 ... $68 COST .. +65.2% ..... $10,972 ... $75
