Trust Funds For Kids

Tag: consolidated performance tracking

  • Performance as of February 2021

    After the nadir in Spring 2020, our portfolios have performed well.  We are up about 15% in the last three months with no incremental capital added, which annualizes to a 60% rate (ignoring compounding). We are reviewing all the stocks as we look at performance in 2020 for tax purposes. Generally they are performing well…

  • Consolidated Portfolio Vs. Detailed Portfolio

    There is a single “Consolidated Portfolio” in Google Sheets and an “Individual Portfolio” for each of the 8 beneficiary Portfolios, for a total of 9 Google Sheets. In this post I will explain 1) why you need to look at stocks this way and can’t just glance at a list of stocks in a standard…

  • 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…

  • Portfolio Updates March 2020

    It has been a difficult period for markets in March 2020 with the economic impacts of Coronavirus.  The markets are generally down about 30% which is reflected in our portfolios, below.  Activity is also changing quickly and there isn’t a clear pattern or floor on stock prices.  Our total value of $164k is about what…

  • Consolidated Performance Through February 2020

    The portfolios are up about 5% for YTD 2020.  This is roughly in line with benchmarks – US markets are up around 5% and non-US markets are down 3% (down 2% when you take out the additional impact of the strengthening US dollar).  The markets have kept rising after the large gains in 2019 and…

  • Consolidated Portfolio View, December 2019

    We run eight portfolios that range in age from 4 to 18 years.  The portfolios are primarily invested in individual US and world-wide stocks, with approximately 17% of the $203,475 in cash / bonds. The 8 portfolios combined have grown about 18% during the year 2019 (not including additional contributions). This is a bit lower…

  • Portfolio Overview And Recent Market Activity

    Since we moved the portfolios to Google Sheets and integrated them to a single data source, it has been much easier to review overall performance (in aggregate) and performance within a single one of the 8 portfolios.  Like the rest of the overall market, we hit a peak in September at around $180k and have…

  • Using My Consolidated Formula Model in Google Sheets

    I moved the portfolios to Google Sheets to take advantage of Google’s ability to use financial functions like “price” by ticker so that my stock quotes could be updated with live data when you click on the spreadsheet. These sheets can also be shared with anyone (and it is free unlike Office 365). I have…