Trust Funds For Kids

    Tag: Westpac

    • Portfolio Update April 2020

      The markets have moved up and down since the lows hit in March, 2020. The government has taken a number of moves to shore up the market, including reducing interest rates, back-stopping some industries, and even buying some corporate debt instruments and ETF’s. After some incredible moves up and down,…

    • Portfolio Four Updated December 2019

      Portfolio Four is 10 years old.  The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500.  The current value is $22,566 for a gain of $6,016 or 37%, which is 5.1% / year when adjusted for the timing of cash flows.  You can see a summary here…

    • Portfolio Update August, 2019

      Below are stocks to consider selling prior to the new purchases: Portfolio One: Nnvidia (NVDA) – the once high flying chipmaker stock is hit with slowing growth Equinor (EQNR) – former Statoil is a Norwegian oil company hit by falling price of their currency and anti-oil sentiment in their own…

    • Stock Sales Summer 2015

      We have been watching the markets and trends and there are some stocks that we will cull prior to the next round of investing. Coca-Cola Femsa (KOF) – this is basically the Mexican and Latin American Coca-Cola distributor.  Per their last earnings release: “As beverage transactions continued to outpace volumes…

    • Portfolio Four Updated November, 2014

      Since we updated portfolios five and six in November it made sense to also update Portfolio Four.  The beneficiary contributed $3000, the trustee $6000 for a total of $9000.  Current value is $11,400 for a gain of $2400 or 26% which is almost 7% / year.  Go here for the…

    • Portfolio Five Updated November, 2014

      Portfolios Four and Five are each 5 years old, with the beneficiary contributing $3000 and the trustee $6000, for a total of $9000.  The current value is $11,175 for a gain of $2,175 or 24%, or about 6% / year adjusted for the timing of cash flows.  You can see…

    • Portfolio Five Updated August, 2014

      Portfolio Five is 5 years old, with the beneficiary contributing $2500 and the trustee $5000 for a total of $7500.  The current value of the portfolio is $9352 for a gain of $1852 or 25%, at an annual rate of 7.4% / year.  You can see the detailed portfolio in…

    • Portfolio Four Updated August, 2014

      Portfolio four is five years old, with the beneficiary contributing $2500 and the trustee $5000, for a total of $7500.  The current value is $10,330, for a gain of $2830 or 37%, which is about 10.9% / year adjusted for the timing of cash flows.  You can see the detail…

    • Currency Returns Since the Crash

      It is important to realize the impacts of currencies on the stocks that you select, and your portfolio in total. If you are a US citizen (as are most readers of this blog), then your portfolio of stocks, bonds and cash is essentially “denominated” in US dollars). The fact that…

    • Portfolio Four Updated March 2014

      Portfolios Four (and Five) are four and a half years old.  The beneficiary invested $2500 and the trustee $5000 for a total of $7500.  Current value is $9,729 for a gain of $2229 or 30%, which works out to about 9% / year over the life of the fund.  Go…