Portfolio Eight Updated July 2019

Portfolio Eight is almost 4 years old.  The beneficiary contributed $2000 and the trustee $4000 for a total of $6000.  Current value is $7278 for a gain of $1278 or 21%, which is about 7.8% / year across the life of the fund.  See here for details or go to the link on the right.  We will look into selling General Motors (GM), Baozun (BZUN) and Nvidia (NVDA) this summer before buying additional stocks.

Portfolio Seven Updated May 2019

Portfolio Seven is almost 4 years old.  The beneficiary contributed $2000 and the trustee $4000 for a total of $6000.  Current value is $7846 for a gain of $1846 or 30%, which is about 11% / year over the life of the fund.  See here for details or at the link on the right.  We will look at whether or not to sell General Motors (GM) and Baozun (BZUN) before buying new stocks in the summer.

Portfolio Six Updated December, 2018

Portfolio Six is almost 7 years old.  The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500.  The current value is $11,358 for a gain of $858 or 8%, which is about 2% / year over the life of the fund.  For more details go here or to the link on the right.  This summer we will consider selling Electronic Arts (EA), Baozun (BZUN), Nvidia (NVDA) and Baidu (BIDU) before we make more purchases.

Portfolio Five Updated May 2019

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 to making purchases in the summer of 2019 we will look at selling Baozun (BZUN), General Motors (GM), Gilead Sciences (GILD), Juniper Networks (JNPR), and Baidu (BIDU).

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 Arts (EA) – far down with recent low performing franchise entries and hit by rise of Fortnite and mobile gaming
  • Gilead (GILD) – has not moved in years
  • General Motors (GM) – at risk with China / US trade disputes, automotive is a cyclical industry
  • Juniper (JNPR) – just kind of there, not growing, haven’t been taken over yet
  • Nvidia (NVDA) – went from huge growth to little / no growth
  • Smart Global Holdings (SGH) – missed earnings and hit hard
  • Equinor (EQNR) – formerly Statoil. Not moving much in years

In general will look to consolidate down the total # of stocks in the portfolio and will want to re-buy from the 2019 purchase list (to come) which will also include some stocks already in the one of the 8 existing portfolios.

Portfolio Eight Updated December 2018

Portfolio Eight is three years old.  The beneficiary contributed $2000 and the trustee $4000 for a total of $6000.  Current value is $6359 for a gain of $359 or 6%, which is about 2.3% / year across the life of the fund.  See here for details or go to the link on the right.

Some stocks are on watch:

  • Baozun (BZUN) – a Chinese e-commerce enablement fun has gone down recently tied to a slow down in growth for China overall.   On watch
  • General Motors (GM) – has fallen about 20% recently and taken hard steps including layoffs to get ahead of slowing car demand
  • 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

Portfolio Seven Updated December 2018

Portfolio Seven is three years old.  The beneficiary contributed $2000 and the trustee $4000 for a total of $6000.  Current value is $7000 for a gain of $1000 or 17%, which is about 6.2% / year over the life of the fund.  See here for details or at the link on the right.

We have some stocks on watch:

  • Baozun (BZUN) – a Chinese e-commerce enablement fun has gone down recently tied to a slow down in growth for China overall.   On watch
  • General Motors (GM) – has fallen about 20% recently and taken hard steps including layoffs to get ahead of slowing car demand
  • 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