Portfolio Two is our second longest lived portfolio, at 13 1/2 years. This portfolio is unique because the individual stocks…
Portfolio One Updated February 2018 – And It’s Tax Time
Portfolio One is our longest lived portfolio, at over 16 1/2 years. The Portfolio began right after 9/11. The beneficiary…
Portfolio Performance February 2018
US and most world markets had a pretty strong rally after the 2016 election. From about April 2017 through January…
Thoughts on Portfolio One
These portfolios started out as a long run risk taking vehicle that (hopefully) would grow and show the importance of…
The Impact of the Dollars’ Fall on Portfolios
A few years’ back the dollar fell significantly against other currencies around the world. US citizens who don’t travel overseas…
Portfolio Review December 2017
For our portfolios I created a summary view in Google Sheets that updates automatically. I also “save” performance every month…
Buying CD’s Through a Brokerage Account
As part of my “basic investing plan“, this site describes how to buy CD’s through your brokerage account. Buying CD’s…
Stock Selections Completed, SNAP and the Summer Bull Market
We recently completed our stock buying for the fall of 2017. We do the stock buying and matching in the…
Stocks To Purchase By Account
Based on the situation in each account and the amount of cash available after contributions and sales each account has…
Stock Selections for 2017
Below are our stock selections for 2017: US Stocks Appian (APPN) – $24, 52 week range $17-$27, $1B market cap, no dividend,…
Sales for September, 2017
We are about to re-invest for the 2017 stock season. Would like to clear out some of the stocks we…
Overall Possible Sales for August, 2017
We are looking at the portfolios prior to the summer 2017 stock investing. We are mainly evaluating stocks that have…
Portfolio Five Updated August 2017
Portfolio five is 8 years old. The trustee contributed $8000 and the beneficiary $4000 for a total of $12,000. The…
Portfolio 4 Updated August 2017
Portfolio 4 is 8 years old. The trustee contributed $8000 and the beneficiary $4000 for a total of $12,000. The…
Portfolio Eight Updated August 2017
Portfolio Eight is 2 years old. The trustee contributed $2000 and the beneficiary $1000 for a total of $3000. The…
