Trust Funds for Kids
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Portfolio One Updated April, 2022
Portfolio one is 20 1/2 years old. The beneficiary contributed $10,000 (net of withdrawals) and the trustee $20,000 for a total of $30,000. The current value is $82,037 for a gain of $52,037 or 173%, which is 8.3% / year when adjusted for the timing of cash flows. Go to the link or here to […]
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Portfolio Two Updated April 2022
Portfolio Two is 17 1/2 years old. The trustee contributed $18,200 and the beneficiary $27,000 for a total of $45,200. The current value is $72,659 for a gain of $27,460 or 60.8%, which is 6.7% / year when adjusted for the timing of cash flows. Go here or to the link for more details. This […]
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Portfolio Three Updated April 2022
Portfolio Three is 14 1/2 years old. The beneficiary contributed $7500 and the trustee $15,200 for a total of $22,700. The current value is $35,270 for a gain of $12,570 or 55%, which is 5.3% / year adjusted for the timing of cash flows. Go to the link or here for more details. This portfolio […]
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Portfolio Five Updated April 2022
Portfolio five is 12 1/2 years old. The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500. The current value is $35,277 for a gain of $15,766 or 80%, which is 8.2% / year adjusted for the timing of cash flows. Go here or to the link on the right for more […]
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Portfolio Four Updated April 2022
Portfolio four is 12 1/2 years old. The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500. The current value is $45,993 for a gain of $26,494 or 136%, which is 11.7% / year adjusted for the timing of cash flows. See the details here or at the link on the right. […]
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Portfolio Eight updated April 2022
Portfolio 8 is 6 1/2 years old. The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500. The current value is $15,449 for a gain of $4949 or 47% which is 9.7% / year. See details here or in the link on the right. Like the market as a whole our stocks […]
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Portfolio Seven Updated April 2022
Portfolio Seven is 6 1/2 years old. The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500. The current value is $12,542 for a gain of $2,042 or 19%, which is 4% / year adjusted for the timing of cash flows. See here or the link on the right for the details. […]
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Portfolio Six Updated March 2022
Portfolio Six is 9 1/2 years old. The trustee contributed $10,000 and the beneficiary $5000 for a total of $15,000. The current value is $25,192 for a gain of $10,192 or 68%, which is 9.2% / year adjusted for the timing of cash flows. You can see performance here or on the link on the […]
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Portfolio Performance as of March 2022
Our portfolios have gone down with the market since the highs in November 2021. We had an aggregate decline of 16% and the market has gone down about 8-10% during that time, depending on which benchmarks you use (US / Europe). We had some stocks that were hit particularly hard, so let’s go through them. […]
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Portfolio Updates for 2021
During 2021 the markets had a lot of ups and downs, but overall it was a great year for stocks. Our portfolios in aggregate returned about 18% (adjusted for contributions in the fall of 2021 and amounts that were essentially un-invested in cash) during 2021. This compares roughly equivalent to the US markets that returned […]