Tag: Portfolio 1

Portfolio One Stocks Update November 2022
It is time to move in funds and invest for 2022 along with considering selling some stocks. We have a lot of stocks to consider selling including some really beat up tech stocks like OKTA, Alibaba (BABA), Facebook (META), and Block (SQ). Also Rocket (RKT) which is suffering as interest rates rise. On the other…

Portfolio One Updated April, 2022
Portfolio one is 20 1/2 years old. The beneficiary contributed $10,000 (net of withdrawals) and the trustee $20,000 for a total of $30,000. The current value is $82,037 for a gain of $52,037 or 173%, which is 8.3% / year when adjusted for the timing of cash flows. Go to the link or here to…

Portfolio One Updated October 2021
Portfolio One is our longest lived portfolio. It is 20 years old. The trustee contributed $20,000 and the beneficiary $10,000 for a total of $30,000. The current value is $98,262 for a gain of $68,262 which is 227% or 9.7% / year when adjusted for the timing of cash flows. Go here for a summary…

Portfolio One Updated July 2021
Portfolio One is our longest lived portfolio, at almost 20 years. We started this portfolio the day after 9/11/01 (a significant day in hindsight). The value is $91,424 and the beneficiary invested $5000 and the trustee $19,000 for a total of $24,000. Gains are $67,424 or 280%, which averages out to 10.4% / year adjusted…

Portfolio One Updated Feb 2021
Portfolio One is our longest lived portfolio at 19 1/2 years. The beneficiary contributed $5000 (net of withdrawals) and the trustee $19,000 for a total of $24,000. The current value is $86,099 for a gain of $62,099 or 259%, which is 10% / year when adjusted for the timing of cash flows. Go here or…

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 One Updated August, 2020
Portfolio One is 19 years old. The beneficiary and trustee invested $21,000 and the total value is $66,245 for a gain of $45,245 or 215%, which is 8.9% / year adjusted for timing of cash flows. Go here for the detail or see the link on the right. The portfolio has 15 stocks, of which…

Portfolio One Updated June 2020
Portfolio one is almost 19 years old. The beneficiary contributed $3000 (net of withdrawals) and the trustee $18,000 for a total of $21,000. The current value is $55,782 for a gain of $34,782 which is 165% or 7.5% / year when adjusted for the timing of cash flows. See the details here or on the…

Portfolio One Updated February, 2020
Portfolio One is our oldest portfolio at 18 1/2 years. The current value is $55,208 vs. investment (net of withdrawals) of $21,000, for a gain of $34,208 or 163% which is 7.7% / year adjusted for the timing of cash flows. In 2019 we only had one sale for a loss of ($364) and dividends…

Portfolio One Updated December 2019
Portfolio One is over 18 years old. The current value is $53,357. The beneficiary contributed $3000 (net of withdrawals) and the trustee contributed $18,000 for a total of $21,000 and a gain of $32,357. This is a return of 154%, or 7.2% / year adjusted for the timing of cash flows. A summary is on…