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

To: chowder who wrote (9799)	12/28/2024 9:39:01 AM
From: chowder	9 Recommendations Recommended By cemanuel chap107 FactFree Lee333 Menominee and 4 more members Read Replies (1) \| Respond to of 21804

Re: YOUNG FOLK PORTFOLIO (YFP) ... UPDATED 12/28/2024 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 ...... +29.20% S&P 500 +28.07% ===================== Taxable Account ... $248,470 Tax-Deferred .........$224,189 --------------------------------- Portfolio Value .....$472,659 Holdings: 19 ==================== Portfolio Yield ....... 0.97% Dividend Growth .. 7.3% Portfolio Beta ....... 1.08 ==================== Triple Crown Holdings: ADP ....... +385.7% NVDA ..... +208.0% DE ......... +200.4% MCD ...... +185.9% LLY ........ +179.4% COST .... +153.6% LMT ....... +124.8% MA ......... +111.5% =================== PORTFOLIO BREAKDOWN ... Company .. Value .. % Of Portfolio .. %Gain/Loss SPY ........ $122,592 ... 25.9% .... +18.2% SMH ........ $41,026 .... 8.7% ...... +83.1% NVDA ...... $39,742 .... 8.4% ...... +208.0% XLK ......... $34,913 .... 7.4% ...... +22.2% COST ...... $19,629 .... 4.2% ...... +153.6% SCHG ..... $19,425 .... 4.1% .... +12.8% PH ........... $18,240 ... 3.9% .... +81.1% MA ........... $17,774 ... 3.8% .... +111.5% MSFT ...... $17,586 .... 3.7% .... +28.7% LMT ........ $16,664 .... 3.5% .... +124.8% HD .......... $16,028 .... 3.4% .... +81.7% ISRG ...... $15,903 ..... 3.4% .... +15.7% CTAS ...... $15,009 .... 3.2% .... +64.2% ADP ........ $14,679 .... 3.1% .... +385.7% MCD ....... $13,844 .... 2.9% .... +185.9% SPMO .... $13,719 .... 2.9% .... +10.7% CAT ........ $12,142 .... 2.6% .... +53.3% LLY ......... $11,875 .... 2.5% .... +179.4% DE .......... $11,868 .... 2.5% .... +200.4%