Skip to content

Trust Funds For Kids

Setting Up a Trust Fund for Kids and General Investment Insights

  • Home
  • Basic Investing Plan
  • Brokerage CD’s and iBonds
  • Personal Kanban
  • About This Site

Tag: Ebay

Calculating Basis on a Stock Split

One of the more interesting side benefits of writing this blog and running the trust funds is that I take … More

Ebay, PayPal, taxes

Portfolio One Updated October 2014

Portfolio One is our longest lived portfolio, at 13 years.  The beneficiary contributed $6500 and the trustee $14,500 for a … More

Ebay, foreign currency, Portfolio 1, Statoil, Tracking Performance, TransAlta

Stock Selections for 2014

It is time to select 2014 stocks.  Generally each fund selects 2 new stocks, although there are some significant cash … More

Anheuser Busch Inbev, China Life Insurance, Coca-Cola Femsa, Ebay, Exxon Mobil, General Motors, Linked In, Stock Picks, Weibo

New Stop Loss Orders Entered

Back in October we set up some stop-loss orders.  None of these orders were executed because the market has been … More

China Petroleum, comcast, Ebay, Facebook, Nucor, Philip Morris, Seaspan, siem, Siemens, Splunk, stop loss, Urban Outfitters, Wynn

Buy And Hold Works… Sometimes

For these trust funds we work to link stock selections with long-term thinking. These portfolios start when the beneficiary is … More

Canon, Cemex, china stocks, comcast, Ebay, Exelon, market timing, Riverbed Technology, Stock Valuation, Urban Outfitters, Wynn

Portfolio One Updated August 2012

Portfolio One is our longest portfolio, going on 11 years soon. Here is the latest update or it is on … More

Amazon, Canon, Ebay, Exelon, Fees and Commissions, Portfolio 1, Procter & Gamble, Urban Outfitters

Blogroll

  • Chicago Boyz
  • College Investor Links
  • Fairmark Site on UTMA and UGMA Accounts
  • Illinois UTMA Statute
  • IRS Publication 929 Tax Rules for Children and Dependents
  • Life in the Great Midwest
  • Tracking Stocks with Google Sheets

Portfolios

  • Dividend Portfolio FINAL March 2013
  • Portfolio 1 Updated Feb 2018
  • Portfolio 2 Updated Feb 2018
  • Portfolio 3 Updated Feb 2018
  • Portfolio 4 Updated Feb 2018
  • Portfolio 5 Updated Feb 2018
  • Portfolio 6 Updated Feb 2018
  • Portfolio 7 Updated Feb 2018
  • Portfolio 8 Updated Feb 2018

Site Administration

  • Register
  • Log in
  • Entries RSS
  • Comments RSS
  • WordPress.com
Powered by WordPress.com.