Recent Stock Activity – Updated as of the end of March

Earlier in the year we had a mini-correction of sorts. Since then, many of the stocks in the portfolio have … More

Portfolio Five Updated Feb 2018, And It’s Tax Time

Portfolio Five is 8 1/2 years old. The beneficiary contributed $4500 and the trustee $9000, for a total of $13,500. … More

For our portfolios I created a summary view in Google Sheets that updates automatically. I also “save” performance every month … More

Portfolio Five is almost 5 years old. The beneficiary contributed $4000 and the trustee $8000, for a total of $12,000. … More

After the elections, stocks have generally gone up. Some sectors have done well, and others have fallen. The US dollar … More

Generally waiting and putting these stocks on watch have gone well. They have mostly increased in price recently. Novartis (NVS) … More

There have been stock sales in some of the portfolios so we will have another round of stock selections. Here … More