For those of you new to SI and don't know your way around the site, you can have all of your questions answered here:
Subject 58332
You can also request "Member" status allowing you to see all content by going to the above site and make a request by telling them you have followed over here from SA.
==========================
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.
==================
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: -- $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%.
UPDATED -- 10/01/21
Message 33511498
=============================
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 -- 9/30/21
Message 33511466
============================
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 -- 10/01/21
Message 33512863 |
