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

To: chowder who wrote (15605)	5/11/2025 2:12:02 PM
From: chowder	2 Recommendations Recommended By Markbn weathersystems Read Replies (1) \| Respond to of 21738

Re: YOUNG FOLK PORTFOLIO (YFP) ... UPDATED 05/11/2025 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 .....$460,621 Annual Income ... $4,384 Portfolio Yield ....... 0.95% Dividend Growth .. 7.7% Portfolio Beta ....... 1.16 Holdings .............. 18 ==================== YTD PERFORMANCE: YFP .......... Down -1.15% S&P 500 ... Down -3.34% Triple Crown Holdings: ADP ........... +292.4% MCD .......... +202.0% COST ........ +170.2% DE ............. +165.1% NVDA ........ +149.1% LLY ............ +141.1% MA ............. +112.1% ===================== PORTFOLIO BREAKDOWN ... Company .. Value .. % Of Portfolio .. %Gain/Loss NVDA ..... $34,651 ........ 7.5% ........ +149.1% COST ..... $21,179 ........ 4.6% ........ +170.2% MA .......... $20,057 ........ 4.4% ........ +112.1% PH .......... $18,493 ........ 4.0% ......... +81.8% MSFT ..... $17,960 ........ 3.9% ......... +31.1% CTAS ..... $17,717 ........ 3.8% ......... +91.8% ADP ....... $16,405 ........ 3.6% ........ +292.4% ISRG ..... $16,046 ........ 3.5% ......... +15.9% DE ......... $16,032 ........ 3.5% ........ +165.1% HD ......... $15,823 ........ 3.4% ......... +59.5% MCD ..... $14,878 ......... 3.2% ........ +202.0% CAT ...... $11,751 ......... 2.6% ......... +33.3% LLY ....... $11,700 ......... 2.5% ........ +141.3% ======================================= ETF's: SPY .......... $119.489 .... 25.9% .... +12.0% SMH .......... $36,897 ..... 8.0% ...... +64.6% XLK ........... $32,970 ..... 7.2% ...... +11.3% SCHG ....... $24,252 ...... 5.3% ...... -0.5% SPMO ....... $14,320 ...... 3.1% ..... +12.8%