Trust Funds For Kids

Tag: Nvidia

  • Investment Thoughts April 2023

    Q1 Update – Some Winners Two stocks that the portfolios are invested in – Nvdia (NVDA) and Salesforce (CRM) were two of the best performing stocks in Q1. We have held on to NVDA for years and built up positions and Salesforce is a recent addition since their stock was trading at a very low…

  • Portfolio Six Updated March 2022

    Portfolio Six is 9 1/2 years old.  The trustee contributed $10,000 and the beneficiary $5000 for a total of $15,000.  The current value is $25,192 for a gain of $10,192 or 68%, which is 9.2% / year adjusted for the timing of cash flows.  You can see performance here or on the link on the…

  • Portfolio Four Updated November 2021

    Portfolio four is 12 years old.  The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500.  The current value is $51,656 for a gain of $32,156 or 165%, which is 13.2% / year adjusted for the timing of cash flows.  Check the values here or at the link on the right. The…

  • Portfolio Performance November 2021

    Our performance has been strong recently. We are up more than 20% from the lows in February 2021. Gains have been across the board and especially with some market high flyers like Cloudflare (NET), Tesla (TSLA), and Nvidia (NVDA).

  • Portfolio 4 updated Feb 2021

    Portfolio four is 11 1/2 years old. The beneficiary contributed $6000 and the trustee $12,000 for a total of $18,000. The current balance is $34,611 for a gain of $16,611, which is 92% or 9.7% / year adjusted for the timing of cash flows. See the link on the right or go to this link…

  • Portfolio One Updated November 2020

    Portfolio One is our longest lived portfolio.  It is 19 years old.  The beneficiary contributed $5000 and the trustee $19,000 for a total of $24,000.  The current value is $72,519 for a gain of $48,519 or 202%, which is 8.6% / year adjusted for the timing of cash flows.  You can see details here or…

  • Portfolio Four Updated November 2020

    Portfolio Four is 11 years old.  The beneficiary contributed $6000 and the trustee $12,000 for a total of $18,000.  The current value is $30,032 for a gain of $12,032 or 67%, which is 7.7% / year adjusted for the timing of cash flows.  See the details here or on the link on the right. Gains…

  • Portfolio Five Updated November 2020

    Portfolio Five is 11 years old.  The beneficiary contributed $6000 and the trustee $12,000 for a total of $18,000.  The current value is $31,765 for a gain of $13,865 or 77% which is 8.5% / year adjusted for the timing of cash flows.  Go here or to the link on the right for more detail.…

  • Portfolio Six Updated November 2020

    Portfolio Six is eight years old.  The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500.  The current value is $20,150 for a gain of $6,650 or 49%, which is 8% / year when adjusted for the timing of cash flows.  Go to the link on the right or here to see…

  • Portfolio Eight Updated November 2020

    Portfolio Eight is 5 years old.  The beneficiary contributed $3000 and the trustee $6000 for a total of $9000.  The current value is $14,361 for a gain of $5,361 or 60%, which is 13.5% / year when adjusted for the timing of cash flows.  Go here or the link on the right to see details.…