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

To: chowder who wrote (7256)	9/21/2024 11:54:00 AM
From: chowder	4 Recommendations Recommended By cajman1 eaglebear Markbn Menominee Read Replies (1) \| Respond to of 21804

Re: YOUNG FOLK PORTFOLIO (YFP) ... UPDATED 09/21/2024 This portfolio, formally known as Project $3 Million went public at the beginning of 2010 with $42,205. * According to Fidelity - Time Weighted Results* Year To Date Performance: YFP ...... +21.64% S&P 500 +20.78% ===================== Portfolio Value: $453,814 Holdings: 19 ==================== Portfolio Yield ....... 0.97% Dividend Growth .. 7.2% Portfolio Beta ....... 1.16 ==================== Triple Crown Holdings: ADP ....... +361.5% DE ......... +207.2% MCD ...... +193.3% LLY ........ +174.0% LMT ....... +168.0% NVDA .... +160.9% COST .... +144.5% =================== PORTFOLIO BREAKDOWN ... Company .. Value .. % Of Portfolio .. %Gain/Loss SPY ........ $115,114 ... 25.4% ... +12.9% SMH ....... $39,124 ..... 8.6% ..... +74.6% NVDA ..... $33,645 ..... 7.4% ..... +160.9% XLK ........ $32,603 ..... 7.2% ..... +14.6% LMT ........ $19,255 ..... 4.2% ..... +168.0% COST ..... $18,922 ..... 4.2% ..... +144.5% LLY ......... $18,442 ..... 4.1% ..... +174.0% MSFT ..... $17,747 ..... 3.9% ..... +30.2% PH .......... $17,631 ..... 3.9% ..... +75.0% SCHG .... $17,583 ...... 3.9% ..... +3.2% CTAS ..... $16,680 ...... 3.7% ..... +82.5% MA ......... $16,436 ...... 3.6% ..... +96.1% HD ......... $15,822 ...... 3.5% ..... +81.2% ISRG ..... $14,455 ...... 3.2% ..... +5.2% MCD ...... $13,913 ...... 3.1% ..... +192.3% ADP ....... $13,630 ..... 3.0% ..... +361.5% CAT ........ $11,665 ..... 2.6% ..... +59.4% DE .......... $10,788 .... 2.4% ..... +207.2% SPMO .... $10,359 ..... 2.3% ..... +4.7%