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 recent market performance we have several stocks on watch:

  • Alibaba (BABA) – at about 70% of its 52 week peak, has been hit by slow down in China and also a possible previous over-valuation in software stocks
  • Baozun (BZUN) – a Chinese e-commerce enablement fun has gone down recently tied to a slow down in growth for China overall.   On watch
  • Baidu (BIDU) – another Chinese internet company down about 30% off its peak.  Will watch like Alibaba, above
  • General Motors (GM) – has fallen about 20% recently and taken hard steps including layoffs to get ahead of slowing car demand

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 left.

There are a few stocks we are looking at in the current market environment:

  • Nvidia (NVDA) – another former high flyer, this chip maker was buoyed by crypto mining and is down about 50% off its 52 week high, although it still has strong cash flow.  Will watch, may sell
  • Alibaba (BABA) – at about 70% of its 52 week peak, has been hit by slow down in China and also a possible previous over-valuation in software stocks
  • Facebook (FB) – it has been a bad year for Facebook and the stock is down about 30% off its highs.  Still strong financial performance, will watch
  • Baidu (BIDU) – another Chinese internet company down about 30% off its peak.  Will watch like Alibaba, above
  • ABB (ABB) – European industrial conglomerate which has fallen about 20% since we’ve bought it

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 the right.

There are a few stocks on watch right now:

  • Baozun (BZUN)- the Chinese ecommerce company is down with the overall Chinese market, about 20% off its high.  Has still done well this year overall
  • Elbit Systems (ESLT) – the Israeli defense contractor that recently bought the maker of Uzi is down about 20% recently as well.
  • Baidu (BIDU) – the Chinese internet company is also down about 20% with the Chinese market recently

 

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 the right.

There are a few stocks on watch:

  • Baozun (BZUN) – the Chinese e-commerce enablement firm is still up a lot for the year but down about 20% from a recent peak.  Likely to keep holding
  • General Motors (GM) – recently all the automakers took a hit in price.  Decent dividend and fundamentals haven’t changed much recently.  Will watch
  • Anheuser Busch Inbev (BUD) – the giant world wide beer company is well run but hasn’t had much growth in its stock price.  Will watch
  • Baidu (BIDU) – the Chinese internet stock lost about 20% of its value in the recent drop in the overall Chinese market.  Will watch

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 a few stocks that we are considering selling now.

  1. ABB (ABB) – ABB is a European conglomerate with a new CEO that is well run.  Down about 20% from 52 week high but too early to sell (just bought it last year)
  2. DowDuPont (DWDP) – this chemical company is performing well.  We will likely sell it before it splits into 3 stocks in 2019
  3. Baidu (BIDU) – Baidu is a large internet company in China.  It is down about 20% from 52 week high.  Will probably keep
  4. Elbit Systems (ESLT) – Elbit is an Israeli defense contractor.  They are doing well operationally but are down about 20% from a recent peak.  Probably will hold on to it
  5. Wal-Mart (WMT) – Wal-Mart is well run but in the fight for its’ life against Amazon.  May want to take our winnings and go. Stock recently rallied…

None of these are immediate sells but ones to consider.

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 on the right.

The portfolio is doing well.  P&G and Baidu are doing well.

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 very volatile.  Twitter got dumped on by the market and fell quickly, hit limit and we sold

Portfolio Two

Splunk (SPLK) limit at $60.  This stock has been a great portfolio but don’t want to ride it too far down.  Hit limit and sold off.  Note the stock has continued to fall far below this number, into the 40’s. Glad we sold.  At some point may look to get back in the stock

– Facebook (FB) limit at $50.  Same as Splunk.

Portfolio Three

– Splunk (SPLK) limit at $50 per above.  Hit limit and sold off

– Baidu (BIDU) limit at $140, has been down since we’ve bought it

Portfolio Four

– Nucor (NUE) limit at $46

– Seaspan (SSW) limit at $18

Portfolio Five

– Seaspan (SSW) limit at $18

– Baidu (BIDU) limit at $140, has been down since we’ve bought it

Portfolio Three

– Seaspan (SSW) limit at $18

– Baidu (BIDU) limit at $140, has been down since we’ve bought it