Portfolio Eight Updated December 2018

Portfolio Eight is three years old.  The beneficiary contributed $2000 and the trustee $4000 for a total of $6000.  Current value is $6359 for a gain of $359 or 6%, which is about 2.3% / year across the life of the fund.  See here for details or go to the link on the right.

Some stocks are on watch:

  • Baozun (BZUN) – a Chinese e-commerce enablement fun has gone down recently tied to a slow down in growth for China overall.   On watch
  • General Motors (GM) – has fallen about 20% recently and taken hard steps including layoffs to get ahead of slowing car demand
  • Nvidia (NVDA) – another former high flyer, this chip maker was buoyed by crypto mining and is down about 50% off its 52 week high, although it still has strong cash flow.  Will watch, may sell

Portfolio Seven Updated December 2018

Portfolio Seven is three years old.  The beneficiary contributed $2000 and the trustee $4000 for a total of $6000.  Current value is $7000 for a gain of $1000 or 17%, which is about 6.2% / year over the life of the fund.  See here for details or at the link on the right.

We have some stocks on watch:

  • Baozun (BZUN) – a Chinese e-commerce enablement fun has gone down recently tied to a slow down in growth for China overall.   On watch
  • General Motors (GM) – has fallen about 20% recently and taken hard steps including layoffs to get ahead of slowing car demand
  • Alibaba (BABA) – at about 70% of its 52 week peak, has been hit by slow down in China and also a possible previous over-valuation in software stocks

Portfolio Five Updated December 2018

Portfolio Five is 9 years old.  The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000.  The current value is $17,439 for a gain of $2,439 or 16% which is 2.7% adjusted for the timing of cash flows.  You can see details here or on the link on the right.

With the recent market performance we have several stocks on watch:

  • Alibaba (BABA) – at about 70% of its 52 week peak, has been hit by slow down in China and also a possible previous over-valuation in software stocks
  • Baozun (BZUN) – a Chinese e-commerce enablement fun has gone down recently tied to a slow down in growth for China overall.   On watch
  • Baidu (BIDU) – another Chinese internet company down about 30% off its peak.  Will watch like Alibaba, above
  • General Motors (GM) – has fallen about 20% recently and taken hard steps including layoffs to get ahead of slowing car demand

Potential Stock Sales for August 2018

Here are the potential stock sales by portfolio:

Portfolio 8K

  • GM – consider selling
  • BZUN

Portfolio 7G

  • GM – consider selling
  • BZUN

Portfolio 6

  • ESLT
  • BZUN
  • BIDU

Portfolio 5D

  • BZUN
  • GM – consider selling 
  • BUD – recommend selling (not growing) (SOLD)
  • BIDU

Portfolio 4M

  • TSLA – recommend selling (a media circus) (SOLD)
  • ABB
  • ESLT

Portfolio 3

  • ABB
  • DWDP – recommend selling (will split into multiple companies) (SOLD)
  • BIDU
  • ESLT
  • WMT (SOLD)

Portfolio 1 and 2 – None

 

Portfolio Eight Updated August 2018

Portfolio eight is three years old.  The beneficiary contributed $1500 and the trustee $3000 for a total of $4500.  The current value of the portfolio is $6291 for a gain of $1791 or 40%, which is about 18% / year when adjusted for the timing of cash flows.  You can see the detail here or on the link to the right.

 

There are a couple of stocks on watch right now:

  • General Motors (GM) – All the car makers were hit pretty hard recently and it is down about 20% off its peak.
  • Baozun (BZUN)- the Chinese ecommerce company is down with the overall Chinese market, about 20% off its high.  Has still done well this year overall

Portfolio 7 Updated August 2018

Portfolio 7 is 3 years old.  The beneficiary invested $1500, the trustee $3000, for a total of $4500.  The current value is $6412 for a gain of $1912 or 42%, which works out to 18% / year over the life of the fund.  See details here or go to the link on the right.

There are a couple stocks on watch:

  • Baozun (BZUN) is a Chinese internet company which recently has gone down about 20% along with the rest of the Chinese market
  • General Motors (GM) is the US auto maker with a strong overseas presence; auto stocks too recently dropped about 20% in a sell-off

Portfolio Five as of August 2018

Portfolio five is nine years old.  The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500.  The current value is $17,823 for a gain of $4,323 or 32% which is 5.5% / year after adjusting for the timing of cash flows.  You can see the detail here or on the link to the right.

There are a few stocks on watch:

  • Baozun (BZUN) – the Chinese e-commerce enablement firm is still up a lot for the year but down about 20% from a recent peak.  Likely to keep holding
  • General Motors (GM) – recently all the automakers took a hit in price.  Decent dividend and fundamentals haven’t changed much recently.  Will watch
  • Anheuser Busch Inbev (BUD) – the giant world wide beer company is well run but hasn’t had much growth in its stock price.  Will watch
  • Baidu (BIDU) – the Chinese internet stock lost about 20% of its value in the recent drop in the overall Chinese market.  Will watch