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Strategies & Market Trends
Young and Older Folk Portfolio
An SI Board Since April 2021
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Emcee:  chowder Type:  Moderated
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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: -- $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 -- 11/30/21

Message 33599652

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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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ReplyMessage PreviewFromRecsPosted
529Re: Watch List Candidate ... CTAS is one of those low yield, high dividend growtchowder-6 minutes ago
528Re: HIGH YIELD PORTFOLIO ... This portfolio was set up for an older folk. With chowder-33 minutes ago
527Today I'll be making a purchase in DHI. Company Profile [graphic] D.R. Horchowder-an hour ago
526I am patiently awaiting AVGO's next dividend announcement. I bought when thmykesc2020-6 hours ago
525Re: HIGH DIVIDEND GROWTH PORTFOLIO ... For someone wanting more dividend growthchowder-6 hours ago
524WEC Energy ( WEC+1.8%) says it plans to raise its quarterly dividend by $0.05/schowder-yesterday
523Since both the Old Folk and Middle Age Folk Portfolios are more income based thachowder2yesterday
522Re: Old Folk Portfolio ... Today's Buys. I added to both CM and TD today inchowder2yesterday
521You have 15 minutes to edit your message and then it's set for life, so thinchowder1yesterday
520Gary, I'm not able to modify the subject, once it's established it'schowder-yesterday
519Unless you contact some higher up this is correct.alanrs-yesterday
518Alanrs-------The issue is deleting after the 15 minute window----- I'd likegarygr-yesterday
517I'm sorry you are having such a difficult time. After posting this I have falanrs-yesterday
516I went back to post 513---there is no place to insert Deleted ----- You have to garygr-yesterday
515DELETE MY POST 513garygr-yesterday
514There's a fifteen minute window to edit, most just post the word 'deletealanrs-yesterday
513RE: Deleting your post It looks like once you post a message you cannot delete igarygr-yesterday
512RE: Middle Age Portfolio By starting with RE: Middle Age Portfolio, you can jugarygr-yesterday
511Just testing my post here This blog is titled Young and Old Folks Portfolio. Mgarygr-yesterday
510Re: MIDDLE AGE PORTFOLIO ... PORTFOLIO UPDATED 11/30/21. My goal is to try to pchowder-yesterday
509RE: OLDER FOLK PORTFOLIO ... UPDATE .. NOVEMBER 30, 2021. Portfolio Objective fchowder3Wednesday
508RE: YOUNG FOLK PORTFOLIO ... UPDATED 11/30/21. This Portfolio, formally known achowder1Wednesday
507Your message posted at 12:38:22 to be exact. I'm sure SI Ron will straightechowder-Wednesday
506Making post to navigate the site.mykesc2020-Wednesday
505I saw your post at 12:44 EST, but wasn't looking between 12:37 and 12:44.ranch_hand-Wednesday
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