Portfolio Three is 10 years old. The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000. Current value is $19,143 for a gain of $4143 or 27%, which is 4% / year across the life of the fund. See the details here or in the links on the right.
We have added some new, central analytics to this portfolio. There are 3 stocks that we are looking at right now for being 80% – 89% of their 52 week high…
- ConocoPhilips (COP) – COP is an oil and gas company with a strong dividend. It is at risk due to continuing low oil and gas prices. We will consider selling it now
- Siemens (SIEGY) – Siemens is a successful European conglomerate with a strong dividend. The stock is not far off 5 year highs, but down about 10-15% off recent peaks. We will likely hold onto this stock
- Exxon (XOM) – Exxon is a lightning-rod political stock. They are a well run company near their 5 year lows, hit by low prices for oil and gas. We will consider selling it, but less likely than COP (above)