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.
Want to learn how to navigate the site? Check these videos out!
youtube.com
==========================
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:
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
==============
YOUNG FOLK PORTFOLIO UPDATE -- 04/01/22
Message 33784335
=============================
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 and track income numbers.
The original objective was to achieve $100,000 in annual income. That goal has been exceeded.
UPDATED -- 4/29/22
Message 33823629
============================
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 -- 4/1/22
Message 33784363
=========================
HIGH DIVIDEND GROWTH PORTFOLIO: (as of 12/2/21)
Message 33601856
======================
HIGH YIELD PORTFOLIO: (as of 12/1/21)
Message 33601976
===================
DIVIDEND GROWTH MODEL: (as of 12-6-21)
Message 33609671
=================== |
