Portfolio Five Updated May 2019

Portfolio Five is almost 10 years old.  The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000.  The current value is $18,510 for a gain of $3,510 or 23% which is 23.8% adjusted for the timing of cash flows.  You can see details here or on the link on the right. Prior […]

Portfolio Seven Updated December 2018

Portfolio Seven is three years old.  The beneficiary contributed $2000 and the trustee $4000 for a total of $6000.  Current value is $7000 for a gain of $1000 or 17%, which is about 6.2% / year over the life of the fund.  See here for details or at the link on the right. We have […]

Portfolio Five Updated December 2018

Portfolio Five is 9 years old.  The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000.  The current value is $17,439 for a gain of $2,439 or 16% which is 2.7% adjusted for the timing of cash flows.  You can see details here or on the link on the right. With the […]

Portfolio Three Updated December 2018

Portfolio Three is 11 years old.  The beneficiary contributed $6000 and the trusted $12,000 for a total of $18,000.  The current value is $21,710 for a gain of $3,710 or 21%, which is 2.9% / year when adjusted for the timing of cash flows.  See the details here or go to the links on the […]

Portfolio One Updated December, 2018

Portfolio One is a little more than 17 years old.  The current balance is $42,691 (of which $10,775 is cash).  The beneficiary contributed $2500 (net of withdrawals) and the trustee $17,000 for a total of $19,500.  Thus gains are $23,191 or 118% on original investment, which is about 6.2% / year when adjusted for the […]

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 […]

Portfolio Seven Updated March 2016 – Tax Time

Portfolio Seven is about half a year old.  The beneficiary invested $500 and the trustee $1000 for a total of $1500.  The current value of the portfolio is $1357, for a loss of ($143) or negative (9.5%).  Both Alibaba (BABA) and Mastercard (MA) have come down about 10% since purchased in the fall. Due to […]

Portfolio Three Updated March 2016 – Tax Time

Portfolio Three is our third longest lived portfolio, at 8 1/2 years.  The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500.  The current value is $12,814 for a loss of ($685) or (5%).  Adjusted for the timing of cash flows, this is (1%) a year.  The detail can be found in […]

Portfolio Three After 2015 Purchases and Sales

Attached is a screen shot from Google Finance of Portfolio Three after stock sales and purchases for 2015.  New stocks are Alibaba (BABA), ConocoPhillips (COP), and Facebook (FB).  The returns by stock represent stock price appreciation not dividends so dividend stocks have a higher return than listed.

Stock Selections for 2015

Attached are the stock selections for 2015.  We are expanding the list slightly because most of the funds not only have new cash to invest for 2015 but we also did a recent round of selling that needs to be re-invested. US Stocks Box (BOX) – $13, 52 week range $11-$24, $1.5B market cap, no […]

Portfolio Five Updated October 2015

Portfolio five is six years old.  The beneficiary contributed $3500 and the trustee has contributed $7000 for a total of $10,500.  The current value is $11,297 for a gain of $797 or 7.6%, which is 1.8% / year.  The details can be found here or you can use the links on the right. Portfolio five […]

Portfolio Three Updated October 2015

Portfolio three is eight years old, with the beneficiary contributing $4500 and the trustee contributing $9000, for a total of $13,500.  The current value is $13,243 for a loss of ($256) or (1.9%), which works out to an annual return that is slightly negative (0.4%) / year.  See the details here or use the links on […]

Stock Selections for Summer 2015

There have been stock sales in some of the portfolios so we will have another round of stock selections.  Here are the choices. INTERNATIONAL Vale ADR (VALE) – $7, ($5 – $14 over 52 weeks), $35B market capitalization, 5.5% yield, $35B in debt.  The Brazilian mining giant has been hit hard by the reduction in […]