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.  […]

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 Eight Updated Feb 2018, and It’s Tax Time

Portfolio 8 is 3 1/2 years old.  The beneficiary contributed $1500 and the trustee $3000 for a total of $4500.  The current value of the portfolio is $5409 for a gain of $909 or 20%, which is 9.5% / year over the life of the portfolio adjusted for the timing of cash flows.  Go here […]

Portfolio Five Updated April 2017

Portfolio 5 is 7 1/2 years old.  The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000.  The current value is $14,151 for a gain of $2151 or 18%, which is about 3.6% / year adjusted for the timing of cash flows.  You can go here to see the portfolio or go […]

It’s Stock Picking Time for 2016!

Every year at the end of the summer we select stocks.  Here are the choices for 2016. US Companies Spirit Airlines (SAVE) – $40 (52 week high / low $53 / $33), $2.8B market cap, no dividend, $0.6B debt.  Spirit Airlines is a low cost airline that is challenging the oligopoly domestic carriers. Gilead Sciences […]