Portfolio Eight Updated January 2022

Portfolio eight is 6 years old.  The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500.  The current value is $18,548 for a gain of $8,048 or 76%, which is 14% / year adjusted for the timing of cash flows.  Go here for a summary or to the link.

This year we sold Baozun and Sumo Logic and bought Nike, Square / Block and Tesla.  Nvidia also split shares.

The portfolio is doing well.  There are gains in Nvidia, Mastercard and Paypal (even though Paypal is down recently with hits to the software companies and payment processors).

Portfolio Seven Updated January 2022

Portfolio Seven is 6 years old.  The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500.  The current value is $14,317 for a gain of $3817 or 36%, which is 7.8% / year when adjusted for the timing of cash flows.  Go here for a summary or to the link.

This year we sold Bauzon (BZUN) and Sumo Logic (SUMO) and bought Nike (NKE), Block / Square (SQ), and Tesla (TSLA).

Gains have primarily come from Taiwan Semiconductor (TSM), PayPal (PYPL) and Mastercard (MA). PayPal is down about 40% recently with the reduction in payment and tech stocks but still is well run, but something to watch. We should strongly consider selling Alibaba (BABA) the regulatory climate in China is very harsh right now (may also be a long term buying opportunity).