Portfolio Four Updated May 2019

Portfolio Four is almost 10 years old.  The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000.  The current value is $18,567 for a gain of $3,567 or 24%, which is about 3.8% / year over the life of the account.  Go here or to the link on the right for details.  […]

Portfolio One Updated May, 2019

Portfolio One is 17 years old.  The current balance is $45,725 (of which $11,087 is cash).  The beneficiary contributed $2500 (net of withdrawals) and the trustee $17,000 for a total of $19,500.  Thus gains are $26,048 or 134% on original investment, which is about 6.7% / year when adjusted for the timing of cash flows.  […]

Stocks on Watch, Summer 2019

As part of our investing round for the summer of 2019, we are looking at stocks to consider selling. The following stocks are on that list: Baidu (BIDU) – they recently had their first loss and are way down Baozun (BZUN) – stock performance far down, likely impacted by China / US trade disputes Electronic […]

Portfolio Four Updated December 2018

Portfolio Four is 9 years old.  The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000.  The current value is $16,984 for a gain of $1,984 or 13%, which is about 2.3% / year over the life of the account.  Go here or to the link on the right for details. Given […]

Portfolio One Updated December, 2018

Portfolio One is a little more than 17 years old.  The current balance is $42,691 (of which $10,775 is cash).  The beneficiary contributed $2500 (net of withdrawals) and the trustee $17,000 for a total of $19,500.  Thus gains are $23,191 or 118% on original investment, which is about 6.2% / year when adjusted for the […]

Stock Selections for 2018

Stocks to choose from for 2018: US Stocks CME Group (CME) – a financial firm that trades and clears futures products and has a high dividend (they have an annual dividend plus a special year end dividend of 3.5%+ in total).  They make money from trade volume which tends to increase in times of volatility […]