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 […]
Tag Archives: Baidu
Portfolio Three Updated May 2019
Portfolio Three is almost 12 years old. The beneficiary contributed $6000 and the trusted $12,000 for a total of $18,000. The current value is $22,338 for a gain of $4,338 or 24%, which is 3.3% / year when adjusted for the timing of cash flows. See the details here or go to the links on […]
Stocks on Watch, Summer 2019
As part of our investing round for the summer of 2019, we are looking at stocks to consider selling. The following stocks are on that list: Baidu (BIDU) – they recently had their first loss and are way down Baozun (BZUN) – stock performance far down, likely impacted by China / US trade disputes Electronic […]
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 Six Updated August 2018
Portfolio 6 is six years old. The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. The current value is $11,172 for a gain of $2,172 or a gain of 24%, which is 6.2% / year over the life of the account. To see details go here or to the link on […]
Portfolio Five as of August 2018
Portfolio five is nine years old. The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500. The current value is $17,823 for a gain of $4,323 or 32% which is 5.5% / year after adjusting for the timing of cash flows. You can see the detail here or on the link to […]
Portfolio Three Updated August 2018
Portfolio three is 11 years old. The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500. The current value is $23,170 for a gain of 40% or 5.6% / year adjusted for the timing of cash flows. You can see the data here or at the link on the right. We have […]
Portfolio Six Updated November, 2014
Portfolio Six is our newest portfolio, it is two years old going on year 3 now. The beneficiary contributed $1500, the trustee contributed $300 fora total of $4500. The current value is $5022 for a gain of $522 or 12%, which is about 6% / year. See the detail here or go to the link […]
New Stop Loss Orders
Our stop loss orders have expired. I went through the stocks and picked out a few more per portfolio. These expire in 60 days (6/3/14) or if they are executed. Portfolio One – Twitter (TWTR) is at $44. Put in a limit at $35. The stock has dropped since we purchased it and is […]
Stock Selections – February 2014
Due to recent stop orders being triggered it is time to select additional stocks for all but one of the six portfolios. My goal is to select stocks and purchase them so that we can update the portfolio information in line with the need to file taxes by April 15, 2014 (although many of the […]
