September 2019 Overview

We are about to select stocks for 2019.  I just took a bit to update the portfolios that we keep in a consolidated Google Sheets document with the latest stock sales and cash updates and tied them out to the brokerage statements.

2018-9 have been choppy years with ups and downs (up about 15% for US markets over the last 18 months or so), but we’ve generally done OK as you can see below (I will calculate performance for each portfolio adjusting for the timing of cash flows after purchasing the 2019 stocks).

These numbers also reflect the $10,500 in contributions that we just made (7 beneficiaries contributed $500 each and the trustee $1000 each for a total of $10,500 – with one more to go).

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