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

To: chowder who wrote (1654)	1/4/2024 11:22:44 AM
From: chowder	2 Recommendations Recommended By Menominee Richard_IFI Respond to of 21720

There is an error in the Young Folk Portfolio update. I forgot to add on of the purchases in SPY. I reported: SPY ........ $38,459 .... 11.6% of the portfolio value ..... +4.0% capital gain. The position is actually $48,956 and represents 14.3% of the portfolio value. My objective is to eventually get it up to a minimum of 20% of the portfolio value. Today I sold the position in AAPL. I decided to replace it with XLK, a technology ETF. XLK represents 3.7% of the portfolio value.

To: chowder who wrote (1654)	1/12/2024 2:21:23 PM
From: chowder	2 Recommendations Recommended By agniv Menominee Read Replies (1) \| Respond to of 21720

Re: Young Folk Portfolio ... Today the mid-month contribution of $400 hit the account. I invested the cash as follows: SHW ... $200 SPGI .. $100 SPY ... $100 This brings these positions up in size to: SHW ... $10,926 SPGI ... $11,009 SPY .... $49,749

To: chowder who wrote (1654)	3/5/2024 1:53:56 PM
From: chowder	Read Replies (1) \| Respond to of 21720

Re: YOUNG FOLK PORTFOLIO ... UPDATED 01/02/2024 This portfolio, formally known as Project $3 Million went public at the end of 2009 with $42,205. Portfolio Value: $359,814 -- (an $8,000 withdrawal was made in January 2023) Annual Income: $4,325 Portfolio Yield: 1.20% Dividend Growth 5 years: 10.3% Holdings: 22 Dividend Safety: 83% is likely safe 17% is unrated (SMH and SPY) SMH is a Semiconductor ETF. SPY is an S&P 500 Index ETF. XLK is a Technology ETF. ------------------------------------------ Triple Crown Holdings: ADP ....... +239.4% MCD ...... +181.8% LLY ........ +130.6% DE ......... +118.1% LMT ....... +111.8% COST .... +107.1% MA ......... +106.3% NVDA .... +100.8% --------------------------------------- PORTFOLIO BREAKDOWN ... Comp .. Position Size .. % Of Portfolio .. %Gain/Loss SMH ...... $34,102 ..... 9.5% ..... 67.9% SPY ....... $29,528 ..... 8.2% .... 14.4% XLK ....... $25,938 ..... 7.2% ..... 7.1% NVDA .... $23,880 ..... 6.6% ... 100.8% COST .... $15,825 ..... 4.4% ... 107.1% HD ........ $15,705 ..... 4.4% ..... 74.7% MSFT ... $15,563 ..... 4.3% ..... 22.1% DHI ....... $15,453 .... 4.3% ..... 57.3% LLY ....... $15,318 .... 4.3% .... 130.6% ACN ..... $15,163 ..... 4.2% .... 20.7% LMT ..... $14,014 ..... 3.9% .... 111.8% MA ....... $13,948 ..... 3.9% .... 106.3% MCD .... $13,897 ..... 3.9% .... 181.8% ABT ..... $13,890 ..... 3.9% ..... 57.8% CAT ..... $13,459 ..... 3.7% ..... 87.5% ADP ...... $13,057 .... 3.6% .... 239.4% PH ........ $12,889 .... 3.6% .... 61.7% SHW ..... $12,432 .... 3.5% .... 27.4% CTAS .... $11,891 .... 3.3% .... 41.9% PEP ...... $11,583 .... 3.2% .... 50.8% DE ....... $11,429 ..... 3.2% .... 118.1% SPGI ... $10,851 ..... 3.0% ..... 9.7% ------------------------------------------------------------ All holdings are set up on dividend reinvestment. I am trying to keep positions as equally weighted as I can