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

To: chowder who wrote (1672)	4/2/2024 4:51:30 PM
From: chowder	3 Recommendations Recommended By Jacob Marley Markbn The Beard Read Replies (2) \| Respond to of 21741

Re: YOUNG FOLK PORTFOLIO ... UPDATED 04/02/2024 This portfolio, formally known as Project $3 Million went public at the end of 2009 with $42,205. Year To Date Performance ... +13.34% ... S&P 500 +10.56% Portfolio Value: $389,580 -- (an $8,000 withdrawal was made in January 2023) Annual Income: $4,548 Portfolio Yield: 1.17% Dividend Growth 5 years: 8.4% Holdings: 21 Dividend Safety: 75% is likely safe 25% is unrated (SMH, XLK, SPY and SSO) SMH is a Semiconductor ETF. XLK is a Technology ETF. SPY is an S&P 500 Index ETF. SSO is a 2x the S&P 500 Index ETF. ----------------------------------------------------------- Triple Crown Holdings: ADP ..... 240.4% MCD .... 165.4% LLY ...... 128.2% DE ....... 115.6% MA ....... 112.1% NVDA .. 111.9% LMT ..... 107.8% -------------------------------------------------------- TAXABLE ACCOUNT: Year To Date Performance: +10.78% ... S&P 500 +10.56% PORTFOLIO BREAKDOWN ... Company .. Value .. % Of Portfolio .. %Gain/Loss XLK ...... $30,281 .... 14.1% .... +6.7% SPY ...... $30,153 .... 14.1% .... +7.8% NVDA ... $25,199 .... 11.8% .... +111.9% MSFT ... $17,147 ..... 8.0% .... +26.4% HD ........ $15,929 .... 7.4% ..... +61.2% LMT ...... $15,625 .... 7.3% ..... +107.8% MA ........ $14,340 .... 6.7% ..... +112.1% DE ........ $13,622 .... 6.4% ..... +115.6% ADP ...... $13,351 .... 6.2% ..... +240.4% MCD ..... $13,297 .... 6.2% ..... +165.4% ABT ...... $13,096 .... 6.1% ..... +48.8% PEP ..... $12,151 .... 5.7% ...... +57.5% ------------------------------------------------------------------ ROTH IRA: Year To Date Performance: +16.64% ... S&P 500 +10.56% PORTFOLIO BREAKDOWN ... Company .. Value .. % Of Portfolio .. %Gain/Loss SMH ....... $36,930 .... 21.1% .... +65.5% SPY ........ $24,317 .... 13.9% .... +14.5% DHI ......... $16,802 ..... 9.6% ..... +53.1% CAT ........ $15,729 ..... 9.0% ..... +90.0% LLY ......... $15,159 ..... 8.6% ..... +128.2% COST ..... $14,718 ..... 8.4% ..... +92.6% PH .......... $14,376 ..... 8.2% ..... +58.5% CTAS ...... $13,773 ..... 7.9% ..... +50.7% SHW ....... $13,379 ..... 7.6% ..... +24.1% SSO ........ $10,205 ..... 5.8% ..... +2.0% ------------------------------------------------------------------------- All holdings are set up on dividend reinvestment.