Trust Funds For Kids

Tag: BND

  • Stocks To Sell September 2022

    These portfolios are medium to long term in nature. That means we typically do not make quick sales in response to market conditions. But it is time to re evaluate these stocks given all the changes since covid and these stocks we are going to sell or strongly consider selling as a result. Sales by…

  • Portfolio Three Updated August 2020

    Portfolio Three is 13 years old. The beneficiary contributed $6500 and the trustee $13,200 for a total of $19,700. The current value is $28,842 for a gain of $9142 or 46%, which is 5.3% / year adjusted for the timing of cash flows. See details here or at the link. The portfolio is 26% BND,…

  • Portfolio Two Updated August 2020

    Portfolio Two is sixteen years old. The beneficiary contributed $8000 and the trustee $16,200 for a total of $24,200. The value is $46,803 for a gain of $22,603 which is 93% or 7.4% / year when adjusted for the timing of cash flows. See the summary here or at the link. The portfolio is one…