Portfolio three is 11 years old. The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500. The…
Portfolio One Updated August 2018
We recently sold 7 stocks in Portfolio one. This link shows the portfolio after the sale, or you can go…
Portfolio One Updated July, 2018
Portfolio One is almost 17 years old. The beneficiary contributed $2000 net (of withdrawals) and the trustee $16,000 for a…
Portfolio Two Updated July, 2018
Portfolio two is almost 14 years old. The beneficiary contributed $7000 and the trustee $14,200 for a total of $21,200. …
Revisions to the “Kiddie Tax”
There were major revisions to the “Kiddie Tax” in the last tax reform package. It is worthwhile to look at…
Stock “Sectors” are an Imperfect Science at Best
Recently I was reading stock market commentary at MarketWatch (owned by WSJ) discussing the (relative) fall in Tech stocks and…
Basic Investing Plan Updated June 2018
This is an update to my “basic investing plan” to take into account market shifts. As always do your own…
CD’s and Money Market Funds As of June, 2018
For many years’ the USA (and much of the developed world) offered very low interest rates on accounts with low…
Capital Gains Rates in 2018
Taxes changed significantly with the new tax act for 2018. Here we will briefly talk about short and long term…
Auditors for Major ETF Families
For some individuals who work for large accounting and financial professional service firms, they are not able to purchase shares…
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…
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…
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…
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…
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. …
