Portfolio Six Updated August 2018

Portfolio 6 is six years old.  The beneficiary contributed $3000 and the trustee $6000 for a total of $9000.  The current value is $11,172 for a gain of $2,172 or a gain of 24%, which is 6.2% / year over the life of the account.  To see details go here or to the link on the right.

There are a few stocks on watch right now:

  • Baozun (BZUN)- the Chinese ecommerce company is down with the overall Chinese market, about 20% off its high.  Has still done well this year overall
  • Elbit Systems (ESLT) – the Israeli defense contractor that recently bought the maker of Uzi is down about 20% recently as well.
  • Baidu (BIDU) – the Chinese internet company is also down about 20% with the Chinese market recently

 

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