Portfolio One Updated July, 2018

Portfolio One is almost 17 years old. The beneficiary contributed $2000 net (of withdrawals) and the trustee $16,000 for a … More

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

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

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

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

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

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