Trust Funds For Kids

Tag: Banks

  • Review of Stocks for 2023

    Catching Up on Q1 Due to the rise in interest rates, the requirement for a stock to be a “good investment” in terms of return on capital has gone up. Generally you need to think you are going to get an 8% annual return – and with interest rates at 5%, now you need 13%.…

  • Investment Thoughts April 2023

    Q1 Update – Some Winners Two stocks that the portfolios are invested in – Nvdia (NVDA) and Salesforce (CRM) were two of the best performing stocks in Q1. We have held on to NVDA for years and built up positions and Salesforce is a recent addition since their stock was trading at a very low…