Portfolio Eight is almost 4 years old. The beneficiary contributed $2000 and the trustee $4000 for a total of $6000. Current value is $7278 for a gain of $1278 or 21%, which is about 7.8% / year across the life of the fund. See here for details or go to the link on the right. We will look into selling General Motors (GM), Baozun (BZUN) and Nvidia (NVDA) this summer before buying additional stocks.
Portfolio Seven Updated May 2019
Portfolio Seven is almost 4 years old. The beneficiary contributed $2000 and the trustee $4000 for a total of $6000. Current value is $7846 for a gain of $1846 or 30%, which is about 11% / year over the life of the fund. See here for details or at the link on the right. We will look at whether or not to sell General Motors (GM) and Baozun (BZUN) before buying new stocks in the summer.
Portfolio Six Updated December, 2018
Portfolio Six is almost 7 years old. The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500. The current value is $11,358 for a gain of $858 or 8%, which is about 2% / year over the life of the fund. For more details go here or to the link on the right. This summer we will consider selling Electronic Arts (EA), Baozun (BZUN), Nvidia (NVDA) and Baidu (BIDU) before we make more purchases.
Portfolio Five Updated May 2019
Portfolio Five is almost 10 years old. The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000. The current value is $18,510 for a gain of $3,510 or 23% which is 23.8% adjusted for the timing of cash flows. You can see details here or on the link on the right.
Prior to making purchases in the summer of 2019 we will look at selling Baozun (BZUN), General Motors (GM), Gilead Sciences (GILD), Juniper Networks (JNPR), and Baidu (BIDU).
Portfolio Four Updated May 2019
Portfolio Four is almost 10 years old. The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000. The current value is $18,567 for a gain of $3,567 or 24%, which is about 3.8% / year over the life of the account. Go here or to the link on the right for details. We may look at selling Electronic Arts (EA), Nvidia (NVDA) and Gilead (GILD) this summer.
Portfolio Three Updated May 2019
Portfolio Three is almost 12 years old. The beneficiary contributed $6000 and the trusted $12,000 for a total of $18,000. The current value is $22,338 for a gain of $4,338 or 24%, which is 3.3% / year when adjusted for the timing of cash flows. See the details here or go to the links on the left.
We will look at selling Smart Global Holdings (SGH), Nvidia (NVDA) and Baidu (BIDU) prior to making our summer 2019 purchases.
Portfolio Two Updated May 2019
Portfolio Two is almost 15 years old. The beneficiary contributed $7500 and the trustee $15,200 for a total of $22,700. The current value is $40,221 for a gain of $17,521 or 77%, which is 6.9% / year when adjusted for the timing of cash flows. Go here or to the link on the right for details.
Portfolio two has switched to ETF’s which mostly track the US and world wide markets. This portfolio also has $12,932 in cash, which is almost 1/3 of the portfolio.
For this portfolio, the NASDAQ biotech index (IBB) is on watch.
