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 … More

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 … More

Portfolio three is 11 years old. The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500. The … More

Portfolio Six is our newest portfolio, it is two years old going on year 3 now. The beneficiary contributed $1500, … More

Our stop loss orders have expired. I went through the stocks and picked out a few more per portfolio. … More

Due to recent stop orders being triggered it is time to select additional stocks for all but one of the … More