Portfolio Seven is three years old. The beneficiary contributed $2000 and the trustee $4000 for a total of $6000. Current value is $7000 for a gain of $1000 or 17%, which is about 6.2% / year over the life of the fund. See here for details or at the link on the right.
We have some stocks 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
- Alibaba (BABA) – at about 70% of its 52 week peak, has been hit by slow down in China and also a possible previous over-valuation in software stocks