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.

 

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 )

Google+ photo

You are commenting using your Google+ 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 )

Connecting to %s