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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%. INVESTMENT PLAN: Message 33527344 ============== YOUNG FOLK PORTFOLIO UPDATE -- 11/30/21 Message 33599652 ============================= 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 ============================ 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 ========================= HIGH DIVIDEND GROWTH PORTFOLIO: (as of 12/2/21) Message 33601856 ====================== HIGH YIELD PORTFOLIO: (as of 12/1/21) Message 33601976 =================== | ||||||||||||
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