Portfolio Eight Updated December 2018

Portfolio Eight is three years old.  The beneficiary contributed $2000 and the trustee $4000 for a total of $6000.  Current value is $6359 for a gain of $359 or 6%, which is about 2.3% / year across the life of the fund.  See here for details or go to the link on the right.

Some stocks are on watch:

  • Baozun (BZUN) – a Chinese e-commerce enablement fun has gone down recently tied to a slow down in growth for China overall.   On watch
  • General Motors (GM) – has fallen about 20% recently and taken hard steps including layoffs to get ahead of slowing car demand
  • Nvidia (NVDA) – another former high flyer, this chip maker was buoyed by crypto mining and is down about 50% off its 52 week high, although it still has strong cash flow.  Will watch, may sell

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