Portfolio Four Updated October 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 $10,856 for a gain of $1856 or 20%, or about 5% / year adjusted for the timing of cash flows.  Check the detailed spreadsheet here or on the links to the right.

We will watch the new holdings Coca Cola FEMSA (hit by rising US dollar) and LinkedIn (hit by recent turmoil in internet stocks).  We also have seen some declines lately in oil stocks caused by drops in the price of oil (there are three in the portfolio, Devon, Statoil and Shell).  Finally, Nucor came above our purchase price after years of waiting and has dropped 15% recently on fears of a global slowdown.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s