Portfolio Seven Updated Feb 2018, and It’s Tax Time

Portfolio 7 is 3 1/2 years old. The beneficiary contributed $1500 and the trustee $3000 for a total of $4500. … More

Portfolio Six Updated Feb 2018, and It’s Tax Time

Portfolio Six is 5 1/2 years old. The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. … More

Portfolio Four is 8 1/2 years old. The beneficiary contributed $4500 and the trustee $9000, for a total of $13,500. … More

Portfolio three is 10 1/2 years old. The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500. … More

Portfolio Two is our second longest lived portfolio, at 13 1/2 years. This portfolio is unique because the individual stocks … More

Portfolio One is our longest lived portfolio, at over 16 1/2 years. The Portfolio began right after 9/11. The beneficiary … More

Portfolio Two is our second longest lived portfolio. This portfolio has been converted to ETF’s and a CD. Beneficiary investment … More

Portfolio four is almost 8 years old. The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000. … More

I really enjoy working with Google Sheets and the Google Finance portfolio functions. Recently I moved tracking from excel to … More

Portfolio Four is 7 1/2 years old. The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000. … More