Overall
Overall the portfolio has done well. The parts that are in cash earn about 5% / year and the rest is invested in a set of stocks that are generally doing well. Note that a significant component of the growth is additional investment and this explains the largest component of the recent jump.
Stocks to Look At
Nvidia (NVDA) has been on an incredible tear, moving near $700 / share. We took profits earlier and sold off some of our shares and may want to consider selling some more. Portfolios with NVDA include
- Portfolio 1, 17 shares
- Portfolio 4, 14 shares
- Portfolio 5, 8 shares
- Portfolio 6, 14 shares
- Portfolio 8, 10 shares
Cash To Potentially Invest
Cash is returning about 5.28%. This is a good return. Below is the available cash by portfolio and % of total:
| Portfolio | Cash | % of Total |
|---|---|---|
| Portfolio 1 | $52,107 | 23% |
| Portfolio 2 | $27,983 | 19% |
| Portfolio 3 | $14,517 | 37% |
| Portfolio 4 | $1903 | 4% |
| Portfolio 5 | $2385 | 6% |
| Portfolio 6 | $7808 | 15% |
| Portfolio 7 | $760 | 5% |
| Portfolio 8 | $1421 | 6% |
Stocks On Watch
- Portfolio One – none
- Portfolio Two – Mosaic (MOS) – down with price of fertilizer but decent bet to recover
- Portfolio Three – none
- Portfolio Four – none
- Portfolio Five – Devon (DVN) has frustratingly gone down even with lots of profits and a high dividend. OKTA (OKTA) has gone from high flyer to about flat over the last 5 years. We bought TESLA (TSLA) recently and it has fallen from highs
- Portfolio Six – Unilever (UL) is a well run goods company but can’t seem to gain in their stock price over many years
- Portfolio Seven – Nike (NKE) has had a stagnant price recently even with profits and high sales. Tesla (TSLA) is down from recent highs, and Unilever (UL) is OK but not seeming to grow
- Portfolio Eight – Still have Paypal (PYPL) which has been in a prolonged rut. Probably time to sell. Nike (NKE) and Tesla (TSLA) bought near high
Trust Funds For Kids 