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Trust Funds For Kids

Setting Up a Trust Fund for Kids and General Investment Insights

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Recent Stock Activity – Updated as of the end of March

Earlier in the year we had a mini-correction of sorts. Since then, many of the stocks in the portfolio have…

Appian, comcast, General Motors, Juniper Networks, Procter & Gamble, Tesla, Wal-Mart

Using Google Sheets and Pivot Tables

  It is helpful to structure the google sheet in a manner that can easily be turned into a pivot…

Google Sheets, pivot tables

Using My Consolidated Formula Model in Google Sheets

I moved the portfolios to Google Sheets to take advantage of Google’s ability to use financial functions like “price” by…

consolidated performance tracking, Google Sheets, sector performance

Using Google Sheets to Track Portfolios

Our portfolios took a hit in early February 2018 with the rest of the market.  Since then the portfolios have…

Google Sheets, Tracking Performance

Portfolio Eight Updated Feb 2018, and It’s Tax Time

Portfolio 8 is 3 1/2 years old.  The beneficiary contributed $1500 and the trustee $3000 for a total of $4500. …

Gilead, portfolio 8, Tata Motors, taxes

Portfolio Seven Updated Feb 2018, and It’s Tax Time

Portfolio 7 is 3 1/2 years old.  The beneficiary contributed $1500 and the trustee $3000 for a total of $4500. …

Dividends, portfolio 7, Spirit Airlines, taxes

Portfolio Six Updated Feb 2018, and It’s Tax Time

Portfolio Six is 5 1/2 years old.  The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. …

Dividends, Portfolio 6, Tata Motors, taxes, Tracking Performance

Portfolio Five Updated Feb 2018, And It’s Tax Time

Portfolio Five is 8 1/2 years old.  The beneficiary contributed $4500 and the trustee $9000, for a total of $13,500. …

Juniper Networks, Portfolio 5, taxes, Tracking Performance

Portfolio Four Updated February 2018, and It’s Tax Time

Portfolio Four is 8 1/2 years old.  The beneficiary contributed $4500 and the trustee $9000, for a total of $13,500. …

Devon, Dividends, Portfolio 4, Spirit Airlines, taxes

Portfolio Three Updated February 2018, and It’s Tax Time

Portfolio three is 10 1/2 years old.  The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500. …

Dividends, Portfolio 3, Tracking Performance

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  • Illinois UTMA Statute
  • IRS Publication 929 Tax Rules for Children and Dependents
  • Life in the Great Midwest
  • Tracking Stocks with Google Sheets

Portfolios

  • Dividend Portfolio FINAL March 2013
  • Portfolio 1 Updated Feb 2018
  • Portfolio 2 Updated Feb 2018
  • Portfolio 3 Updated Feb 2018
  • Portfolio 4 Updated Feb 2018
  • Portfolio 5 Updated Feb 2018
  • Portfolio 6 Updated Feb 2018
  • Portfolio 7 Updated Feb 2018
  • Portfolio 8 Updated Feb 2018

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