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

To: chowder who wrote (16782)	7/31/2025 11:43:59 PM
From: chowder	8 Recommendations Recommended By agniv cemanuel chap107 Riojas54 stockpickeron and 3 more members Read Replies (1) \| Respond to of 23771

Re: YOUNG FOLK PORTFOLIO (YFP) ... UPDATED 07/31/2025 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 .....$525,690 Annual Income ... $4,985 Portfolio Yield ....... 0.95% Dividend Growth .. 8.2% Portfolio Beta ....... 1.19 Holdings .............. 20 ==================== YTD PERFORMANCE: YFP .......... Up +12.48% S&P 500 ... Up +8.98% Triple Crown Holdings: NVDA ....... +279.8% ADP ......... +221.6% DE ........... +152.5% COST ...... +152.2% LLY .......... +116.8% MCD ........ +115.0% SMH ........ +112.8% MA ........... +111.3% PH ........... +106.0% ===================== PORTFOLIO BREAKDOWN ... Company .. Value .. % Of Portfolio .. %Gain/Loss NVDA ...... $52,841 ..... 10.1% ..... +279.8% MSFT ...... $21,878 ...... 4.2% ...... +59.3% PH .......... $20,957 ...... 4.0% ...... +106.0% MA .......... $19,981 ...... 3.8% ...... +111.3% COST ..... $19,766 ...... 3.8% ...... +152.2% CTAS ..... $18,394 ...... 3.5% ...... +99.1% DE ......... $18,312 ...... 3.5% ...... +152.6% HD ......... $18,097 ...... 3.4% ...... +50.4% ADP ....... $17,897 ...... 3.4% ...... +221.6% MCD ...... $17,262 ...... 3.3% ...... +115.0% NEE ...... $16,362 ...... 3.1% ....... +1.5% (new position) CAT ....... $16,118 ...... 3.1% ....... +78.7% ISRG ..... $15,393 ...... 2.9% ...... -13.0% (on probation) LLY ........ $12,905 ...... 2.5% ...... +116.8% PLTR ..... $3,484 ........ 0.7% ...... +5.6% (new position) ================================================= ETF's: SPY ......... $128,930 .... 24.5% ... +25.2% SMH ........ $47,695 ...... 9.1% ..... +112.8% XLK ......... $39,873 ...... 7.6% ..... +34.3% SPMO ..... $17,572 ...... 3.3% ..... +31.2% IBIT ......... $1,972 ........ 0.4% ..... -1.4% (new position) ================================================ All dividends are reinvested back into the underlying holding. (DRIP)