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 value is $18,063 for a gain of $4,563 which is 34%, or 5.8% / year when adjusted for the timing of cash flows.  Go here for details or click the link on the right.

There are 3 stocks that we have on watch right now:

  • Tesla (TSLA) – the volatile car maker stock led by Elon Musk is in the news almost every day it seems
  • ABB (ABB) – the large European conglomerate we bought about a year ago
  • Elbit Systems (ESLT) – Israeli defense contractor which recently acquired Uzi from their government

We are likely to sell TSLA and the other two we will likely continue watching.


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