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The portfolios I report on here are real portfolios using real money. They are not model portfolios. I provide three examples of portfolios I manage for people in different aspects of their investing lives.
1) Young Folk Portfolio.
2) Middle Age Portfolio.
3) Old Folk Portfolio.
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YOUNG FOLK PORTFOLIO:
Summary
I started the Young Folk Portfolio, formally known as Project $3 Million, in 2009 over on Seeking Alpha and the focus would be on dividends. (He was 24 at the time.) The objective when I started, and continues to be, 10% dividend growth per year in dividend cash flows. The secondary objective was to grow this into a $3 million portfolio.
In 2009 here is what the portfolio looked like:
Balance: $42,205.00
$500 per month contributions.
40 year time frame.
Objective: $3 Million
Need a CAGR of 8.25%
Objective: $120,000 per year in dividends.
Need a CAGR of 13.8%.
INVESTMENT PLAN:
Message 33527344
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YOUNG FOLK PORTFOLIO UPDATE -- 12/31/21
Message 33642572
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OLDER FOLK PORTFOLIO:
Summary:
This portfolio focuses on income, age mid-sixties with a focus on income.
This portfolio will be tracked differently than the Young Folk Portfolio listed above. Since income is the primary objective I will show position size, income produced from each position, and what percentage of the income comes from each position.
UPDATED -- 11/30/21
Message 33599897
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MIDDLE AGE PORTFOLIO:
Summary:
This portfolio is a combination of some growth but looking to create more income. Income growth needs to be double digits each year.
UPDATED -- 11/30/21
Message 33600052
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HIGH DIVIDEND GROWTH PORTFOLIO: (as of 12/2/21)
Message 33601856
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HIGH YIELD PORTFOLIO: (as of 12/1/21)
Message 33601976
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DIVIDEND GROWTH MODEL: (as of 12-6-21)
Message 33609671
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