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

Portfolio Six Updated December, 2018

Portfolio Six is six years old.  The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500.  The current value is $10,860 for a gain of $360 or 3%, which is about 1% / year over the life of the fund.  For more details go here or to the link on the right.

We have several stocks on watch:

  • Electronic Arts (EA) – this stock is at about 53% of its 52 week high, as the whole games market has been hit hard lately even though the fundamentals (revenue) aren’t that much different, possibly due to Fortnight and the potential impact of streaming.  Will watch, may sell
  • Baozun (BZUN) – a Chinese e-commerce enablement fun has gone down recently tied to a slow down in growth for China overall.   On watch
  • 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 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 Eight Updated August 2018

Portfolio eight is three years old.  The beneficiary contributed $1500 and the trustee $3000 for a total of $4500.  The current value of the portfolio is $6291 for a gain of $1791 or 40%, which is about 18% / year when adjusted for the timing of cash flows.  You can see the detail here or on the link to the right.

 

There are a couple of stocks on watch right now:

  • General Motors (GM) – All the car makers were hit pretty hard recently and it is down about 20% off its peak.
  • 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

Portfolio 7 Updated August 2018

Portfolio 7 is 3 years old.  The beneficiary invested $1500, the trustee $3000, for a total of $4500.  The current value is $6412 for a gain of $1912 or 42%, which works out to 18% / year over the life of the fund.  See details here or go to the link on the right.

There are a couple stocks on watch:

  • Baozun (BZUN) is a Chinese internet company which recently has gone down about 20% along with the rest of the Chinese market
  • General Motors (GM) is the US auto maker with a strong overseas presence; auto stocks too recently dropped about 20% in a sell-off

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