Trust Funds For Kids

Tag: Cloudflare

  • 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%.…

  • Portfolio Two Updated April 2022

    Portfolio Two is 17 1/2 years old.  The trustee contributed $18,200 and the beneficiary $27,000 for a total of $45,200.  The current value is $72,659 for a gain of $27,460 or 60.8%, which is 6.7% / year when adjusted for the timing of cash flows.  Go here or to the link for more details. This…

  • Portfolio Five Updated April 2022

    Portfolio five is 12 1/2 years old.  The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500.  The current value is $35,277 for a gain of $15,766 or 80%, which is 8.2% / year adjusted for the timing of cash flows.  Go here or to the link on the right for more…

  • Portfolio Four Updated April 2022

    Portfolio four is 12 1/2 years old.  The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500.  The current value is $45,993 for a gain of $26,494 or 136%, which is 11.7% / year adjusted for the timing of cash flows.  See the details here or at the link on the right.…

  • Portfolio Four Updated November 2021

    Portfolio four is 12 years old.  The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500.  The current value is $51,656 for a gain of $32,156 or 165%, which is 13.2% / year adjusted for the timing of cash flows.  Check the values here or at the link on the right. The…

  • Portfolio Performance November 2021

    Our performance has been strong recently. We are up more than 20% from the lows in February 2021. Gains have been across the board and especially with some market high flyers like Cloudflare (NET), Tesla (TSLA), and Nvidia (NVDA).

  • Portfolio Two Updated October 2021

    Portfolio Two is seventeen years old.  The beneficiary contributed $27,000 and the trustee $18,200 for a total of $45,200.  The current value is $79,546 for a gain of $34,346 or 76%, which is 7.6% / year adjusted for the timing of cash flows.  For details go here or to the link on the right. The…

  • April Performance Review

    Since our last updated in mid-February (approximately the market “top”), the value of our positions has declined by about 5% overall, with some portfolios hardly moving and others declining over 10%. The differences were driven by: What percent of the portfolio is in cash or bonds – 25+% portfolio two, 30+% portfolio three, 20%+ portfolio…

  • Portfolio Five Updated November 2020

    Portfolio Five is 11 years old.  The beneficiary contributed $6000 and the trustee $12,000 for a total of $18,000.  The current value is $31,765 for a gain of $13,865 or 77% which is 8.5% / year adjusted for the timing of cash flows.  Go here or to the link on the right for more detail.…

  • Portfolio Performance As of May 2020 and Replacement Stock Selections

    The stock market has recovered almost all of the losses incurred with the pandemic.  From peak to trough (Feb 2020 to March 2020) we lost about 23% of our value.  Today, we are down about 7% from peak.  Our percentages do not completely align with the market because some portfolios hold up to 20% cash…