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 current value is $17,823 for a gain of $4,323 or 32% which is 5.5% / year after adjusting for the timing of cash flows.  You can see the detail here or on the link to the right.

There are a few stocks on watch:

  • Baozun (BZUN) – the Chinese e-commerce enablement firm is still up a lot for the year but down about 20% from a recent peak.  Likely to keep holding
  • General Motors (GM) – recently all the automakers took a hit in price.  Decent dividend and fundamentals haven’t changed much recently.  Will watch
  • Anheuser Busch Inbev (BUD) – the giant world wide beer company is well run but hasn’t had much growth in its stock price.  Will watch
  • Baidu (BIDU) – the Chinese internet stock lost about 20% of its value in the recent drop in the overall Chinese market.  Will watch

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