This is an update to my “basic investing plan” to take into account market shifts. As always do your own…
CD’s and Money Market Funds As of June, 2018
For many years’ the USA (and much of the developed world) offered very low interest rates on accounts with low…
Capital Gains Rates in 2018
Taxes changed significantly with the new tax act for 2018. Here we will briefly talk about short and long term…
Auditors for Major ETF Families
For some individuals who work for large accounting and financial professional service firms, they are not able to purchase shares…
Recent Stock Activity – Updated as of the end of March
Earlier in the year we had a mini-correction of sorts. Since then, many of the stocks in the portfolio have…
Using Google Sheets and Pivot Tables
It is helpful to structure the google sheet in a manner that can easily be turned into a pivot…
Using My Consolidated Formula Model in Google Sheets
I moved the portfolios to Google Sheets to take advantage of Google’s ability to use financial functions like “price” by…
Using Google Sheets to Track Portfolios
Our portfolios took a hit in early February 2018 with the rest of the market. Since then the portfolios have…
Portfolio Eight Updated Feb 2018, and It’s Tax Time
Portfolio 8 is 3 1/2 years old. The beneficiary contributed $1500 and the trustee $3000 for a total of $4500. …
Portfolio Seven Updated Feb 2018, and It’s Tax Time
Portfolio 7 is 3 1/2 years old. The beneficiary contributed $1500 and the trustee $3000 for a total of $4500. …
Portfolio Six Updated Feb 2018, and It’s Tax Time
Portfolio Six is 5 1/2 years old. The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. …
Portfolio Five Updated Feb 2018, And It’s Tax Time
Portfolio Five is 8 1/2 years old. The beneficiary contributed $4500 and the trustee $9000, for a total of $13,500. …
Portfolio Four Updated February 2018, and It’s Tax Time
Portfolio Four is 8 1/2 years old. The beneficiary contributed $4500 and the trustee $9000, for a total of $13,500. …
Portfolio Three Updated February 2018, and It’s Tax Time
Portfolio three is 10 1/2 years old. The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500. …
Portfolio Two Updated February 2018, and It’s Tax Time
Portfolio Two is our second longest lived portfolio, at 13 1/2 years. This portfolio is unique because the individual stocks…
