Trust Funds For Kids

Tag: Alibaba

  • Portfolio One Stocks Update November 2022

    It is time to move in funds and invest for 2022 along with considering selling some stocks. We have a lot of stocks to consider selling including some really beat up tech stocks like OKTA, Alibaba (BABA), Facebook (META), and Block (SQ). Also Rocket (RKT) which is suffering as interest rates rise. On the other…

  • Stocks To Sell September 2022

    These portfolios are medium to long term in nature. That means we typically do not make quick sales in response to market conditions. But it is time to re evaluate these stocks given all the changes since covid and these stocks we are going to sell or strongly consider selling as a result. Sales by…

  • 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 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 Five Updated January 2022

    Portfolio Five is 12 years old.  The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500.  The current value is $40,195 for a gain of $20,695 which is 106% or 9.9% / year adjusted for the timing of cash flows.  Go here for a summary or to the link on the left.…

  • Portfolio Two Updated October 2021

    Portfolio Two is seventeen years old.  The beneficiary contributed $27,000 and the trustee $18,200 for a total of $45,200.  The current value is $79,546 for a gain of $34,346 or 76%, which is 7.6% / year adjusted for the timing of cash flows.  For details go here or to the link on the right. The…

  • Portfolio Seven Updated July 2021

    Portfolio seven is almost six years old.  The beneficiary contributed $3000 and the trustee $6000 for a total of $9000.  The current value is $15,466 for a gain of $6,466 or 71%, which is 15.7% / year adjusted for the timing of cash flows.  Go here for details or to the link on the right.…

  • Portfolio Five Updated July 2021

    Portfolio Five is almost 12 years old.  The beneficiary contributed $6000 and the trustee $12,000 for a total of $18,000.  The current value is $38,767 for a gain of $20,767 or 115%, which is 11.4% / year adjusted for the timing of cash flows.  You can see the details here or at the link on…

  • Portfolio Two Updated July 2021

    Portfolio two is almost 17 years old.  The beneficiary contributed $13,000 and the trustee $17,200 for a total of $30,200.  The current value is $61,439 for a gain of $31,239 or 103%, which is 8.2% / year adjusted for the timing of cash flows.  Go here or to the link on the right for more…