Trust Funds for Kids

  • 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 […]

  • 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 […]

  • 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 […]

  • 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 […]

  • 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. […]

  • 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 […]

  • 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. […]

  • 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 […]

  • 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. […]

  • 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 […]