Stocks on Watch, Summer 2019

As part of our investing round for the summer of 2019, we are looking at stocks to consider selling. The following stocks are on that list: Baidu (BIDU) – they recently had their first loss and are way down Baozun (BZUN) – stock performance far down, likely impacted by China / US trade disputes Electronic […]

Portfolio Overview And Recent Market Activity

Since we moved the portfolios to Google Sheets and integrated them to a single data source, it has been much easier to review overall performance (in aggregate) and performance within a single one of the 8 portfolios.  Like the rest of the overall market, we hit a peak in September at around $180k and have […]

Stock Selections for 2018

Stocks to choose from for 2018: US Stocks CME Group (CME) – a financial firm that trades and clears futures products and has a high dividend (they have an annual dividend plus a special year end dividend of 3.5%+ in total).  They make money from trade volume which tends to increase in times of volatility […]

Potential Stock Sales for August 2018

Here are the potential stock sales by portfolio: Portfolio 8K GM – consider selling BZUN Portfolio 7G GM – consider selling BZUN Portfolio 6 ESLT BZUN BIDU Portfolio 5D BZUN GM – consider selling  BUD – recommend selling (not growing) (SOLD) BIDU Portfolio 4M TSLA – recommend selling (a media circus) (SOLD) ABB ESLT Portfolio […]

Portfolio Eight Updated August 2018

Portfolio eight is three years old.  The beneficiary contributed $1500 and the trustee $3000 for a total of $4500.  The current value of the portfolio is $6291 for a gain of $1791 or 40%, which is about 18% / year when adjusted for the timing of cash flows.  You can see the detail here or […]

Portfolio Five as of August 2018

Portfolio five is nine years old.  The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500.  The current value is $17,823 for a gain of $4,323 or 32% which is 5.5% / year after adjusting for the timing of cash flows.  You can see the detail here or on the link to […]

Portfolio Four Updated August, 2018

Portfolio four is nine years old.  The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500.  Current value is $18,063 for a gain of $4,563 which is 34%, or 5.8% / year when adjusted for the timing of cash flows.  Go here for details or click the link on the right. There […]

Portfolio Three Updated August 2018

Portfolio three is 11 years old.  The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500.  The current value is $23,170 for a gain of 40% or 5.6% / year adjusted for the timing of cash flows.  You can see the data here or at the link on the right. We have […]

Portfolio One Updated July, 2018

Portfolio One is almost 17 years old.  The beneficiary contributed $2000 net (of withdrawals) and the trustee $16,000 for a total of $18,000.  The current portfolio value is $42,930 for a gain of $24,930 of 138%, which is approximately 7% / year when adjusted for the timing of cash flows.  You can see the detail […]

Revisions to the “Kiddie Tax”

There were major revisions to the “Kiddie Tax” in the last tax reform package.  It is worthwhile to look at everything “from scratch” on the topic beginning with the 2018 tax year (this year). The Wall Street Journal had a recent article titled “The Winners and Losers from the new ‘Kiddie Tax’” that summarized the […]

Stock “Sectors” are an Imperfect Science at Best

Recently I was reading stock market commentary at MarketWatch (owned by WSJ) discussing the (relative) fall in Tech stocks and the rise in “Consumer Discretionary” stocks. However, let’s look at the five stocks that comprise the largest movers in the index (which is driven by changes in market cap of its components): – Amazon – […]