Portfolio Eight Updated August 2018

Portfolio eight is three years old.  The beneficiary contributed $1500 and the trustee $3000 for a total of $4500.  The current value of the portfolio is $6291 for a gain of $1791 or 40%, which is about 18% / year when adjusted for the timing of cash flows.  You can see the detail here or on the link to the right.


There are a couple of stocks on watch right now:

  • General Motors (GM) – All the car makers were hit pretty hard recently and it is down about 20% off its peak.
  • 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

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