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

To: chowder who wrote (1697)	4/8/2024 3:23:41 PM
From: casualguru	Read Replies (1) \| Respond to of 21774

Chowder - I realize that this portfolio reflects holdings across taxable and tax-deferred accounts with many of these same stocks/funds being held across one or more accounts. I'm curious what CEF recommendations you might have for a taxable account to generate a bit of income while being tax-advantaged or tax-managed? If you would, say perhaps 5-6 funds that you feel offer the best way to keep the success tax using the OFP as the reference, or any that you utilize personally for your income needs. Thanks.

To: chowder who wrote (1697)	6/30/2024 9:46:43 AM
From: chowder	7 Recommendations Recommended By agniv ALinVA chap107 kmal MinionMom&MarineWife and 2 more members Read Replies (2) \| Respond to of 21774

Re: YOUNG FOLK PORTFOLIO ... UPDATED 06/30/2024 This portfolio, formally known as Project $3 Million went public at the end of 2009 with $42,205. *** According to Fidelity - Time Weighted Results: Year To Date Performance ... +17.28% vs. S&P 500 +11.30% Portfolio Value: $410,285 Holdings: 23 ==================== Triple Crown Holdings: ADP ....... +306.7% DE ......... +196.0% NVDA .... +177.8% LLY ........ +168.4% MCD ...... +153.7% COST .... +128.8% LMT ....... +118.9% =================== PORTFOLIO BREAKDOWN ... Company .. Value .. % Of Portfolio .. %Gain/Loss SPY ......... $76,121 ... 18.6% ... +12.6% SMH ........ $42,874 ... 10.4% ... +91.3% NVDA ...... $35,832 .... 8.7% .... +177.8% XLK ......... $33,145 .... 8.1% .... +16.5% MSFT ...... $18,191 .... 4.4% .... +33.8% LLY ......... $18,093 .... 4.4% .... +168.4% COST ..... $17,709 .... 4.3% .... +128.8% LMT ........ $15,726 .... 3.8% .... +118.9% CTAS ...... $14,275 .... 3.5% .... +56.2% PH .......... $14,258 .... 3.5% .... +41.6% HD .......... $13,885 .... 3.4% .... +60.7% SSO ........ $13,246 .... 3.2% .... +9.5% (new position) MA .......... $12,713 .... 3.1% .... +99.7% SCHG ..... $12,347 .... 3.0% .... +1.4% (new position) MCD ....... $11,878 ..... 2.9% .... +153.7% ADP ........ $11,694 .... 2.9% .... +306.7% MU .......... $11,302 .... 2.8% .... -4.8% (new position) CAT ......... $10,300 ... 2.5% .... +44.7% DE ........... $9,690 ..... 2.4% .... +196.0% SPMO ..... $4,430 ..... 1.1% .... +3.0% (new position) ISRG ...... $4,260 ..... 1.0% .... +6.5% (new position) CAVA ...... $4,224 ..... 1.0% .... +5.6% (new position) CMG ....... $4,091 .... 1.0% ..... -1.4% (new position) ================================== All holdings are set up on dividend reinvestment.