Portfolio Eight Updated February 2020

Portfolio Eight is 4 1/2 years old.  The beneficiary contributed $2500 and the trustee $5000 for a total of $7500.  The current value is $10,347 for a gain of $2906 which is 38%, or 11.1% / year when adjusted for the timing of cash flows.  See the detail here or at the link on the page.

In 2019 there were no sales for tax purposes and we had $91 in dividends.

Right now the portfolio is doing well.  There are 2 stocks to keep an eye on:

  • Baozun (BZUN) – Chinese e-commerce company seems well run but has been hit by Chinese events
  • General Motors (GM) – world wide iconic car maker has a good dividend but has been hit by recent events in China.  They have also been making pre-emptive efforts to cut costs

 

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