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

To: chowder who wrote (12651)	2/10/2025 6:42:55 PM
From: chowder	7 Recommendations Recommended By chap107 ddbpaso jritz0 Menominee stockpickeron and 2 more members Read Replies (1) \| Respond to of 21740

Re: YOUNG FOLK PORTFOLIO (YFP) ... UPDATED 02/10/2025 This portfolio, formally known as Project $3 Million went public at the beginning of 2010 with $42,205. Growth is the primary objective with this portfolio. Portfolio Value .....$488,614 Annual Income ... $4,243 Portfolio Yield ....... 0.87% Dividend Growth .. 7.3% Portfolio Beta ....... 1.10 Holdings .............. 19 ==================== Triple Crown Holdings: ADP ........... +393.6% MCD .......... +200.3% LLY ............ +188.8% COST ........ +186.6% NVDA ........ +185.3% DE ............. +155.4% MA ............. +124.7% ===================== PORTFOLIO BREAKDOWN ... Company .. Value .. % Of Portfolio .. %Gain/Loss EQUITIES: NVDA ....... $39,674 .... 8.1% .... +185.3% COST ....... $22,182 .... 4.5% .... +186.6% PH ............ $19,284 .... 3.9% .... +91.5% MA ............ $18,886 .... 3.9% .... +124.7% ISRG ........ $17,711 ..... 3.6% .... +28.9% HD ........... $16,890 ..... 3.5% .... +91.5% MSFT ....... $16,838 ..... 3.4% .... +23.2% CTAS ....... $16,695 ..... 3.4% .... +82.7% ADP ......... $15,294 ..... 3.1% .... +393.6% DE ........... $15,199 ..... 3.1% .... +155.4% MCD ....... $14,542 ..... 3.0% .... +200.3% LLY ......... $13,720 ..... 2.8% .... +188.8% CAT ......... $12,281 .... 2.5% .... +51.3% ======================================= ETF'S: SPY ......... $126,681 ... 25.9% ... +20.1% SMH ........ $41,227 ..... 8.4% ..... +83.9% XLK ......... $35,729 ..... 7.3% ..... +20.9% SCHG ..... $25,653 ..... 5.3% ..... +10.4% SPMO ..... $14,918 ..... 3.1% ..... +17.5% PPA ......... $5,208 ....... 1.1% ..... +4.2%