Since we moved the portfolios to Google Sheets and integrated them to a single data source, it has been much…
Number of Stocks to Pick by Portfolio
Portfolio One – will discuss Portfolio Two – will discuss Portfolio Three – 3 Portfolio Four M – 2 Portfolio…
Stock Selections for 2018
Stocks to choose from for 2018: US Stocks CME Group (CME) – a financial firm that trades and clears futures…
Potential Stock Sales for August 2018
Here are the potential stock sales by portfolio: Portfolio 8K GM – consider selling BZUN Portfolio 7G GM – consider…
Portfolio Eight Updated August 2018
Portfolio eight is three years old. The beneficiary contributed $1500 and the trustee $3000 for a total of $4500. The…
Portfolio 7 Updated August 2018
Portfolio 7 is 3 years old. The beneficiary invested $1500, the trustee $3000, for a total of $4500. The current…
Portfolio Six Updated August 2018
Portfolio 6 is six years old. The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. The…
Portfolio Five as of August 2018
Portfolio five is nine years old. The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500. The…
Portfolio Four Updated August, 2018
Portfolio four is nine years old. The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500. Current…
Portfolio Three Updated August 2018
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…
