Portfolio Three Updated May 2019

Portfolio Three is almost 12 years old.  The beneficiary contributed $6000 and the trusted $12,000 for a total of $18,000.  The current value is $22,338 for a gain of $4,338 or 24%, which is 3.3% / year when adjusted for the timing of cash flows.  See the details here or go to the links on […]

Portfolio Three Updated December 2018

Portfolio Three is 11 years old.  The beneficiary contributed $6000 and the trusted $12,000 for a total of $18,000.  The current value is $21,710 for a gain of $3,710 or 21%, which is 2.9% / year when adjusted for the timing of cash flows.  See the details here or go to the links on the […]

Portfolio Three Updated August 2018

Portfolio three is 11 years old.  The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500.  The current value is $23,170 for a gain of 40% or 5.6% / year adjusted for the timing of cash flows.  You can see the data here or at the link on the right. We have […]

Portfolio Three Updated February 2018, and It’s Tax Time

Portfolio three is 10 1/2 years old.  The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500.  The current value is $23,251 for a gain of $6751 or 41%, which is 5.6% / year when adjusted for the timing of cash flows. Click here for details or use the link on the right. […]

Portfolio Three Updated August 2017

Portfolio Three is 10 years old.  The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000.  Current value is $19,143 for a gain of $4143 or 27%, which is 4% / year across the life of the fund.  See the details here or in the links on the right. We have added […]

Portfolio 3 Updated April 2017

Portfolio 3 is 9 1/2 years old.  The trustee contributed $5000 and the trustee $10,000 for a total of $15,000.  The current value is $17,483 for a gain of $2,483 or 16%, which is about 2.7% / year when adjusted for the timing of cash flows.  You can see the detail at the links on […]

Portfolio Three Updated January 2017 – Tax Time

Portfolio three is our 3rd longest lived portfolio, at a bit over 9 years.  The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000.  The current value of the portfolio is $16,551 for a gain of $1551 or 10%, which works out to about 2% / year when adjusted for the timing […]

Portfolio Three Updated March 2016 – Tax Time

Portfolio Three is our third longest lived portfolio, at 8 1/2 years.  The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500.  The current value is $12,814 for a loss of ($685) or (5%).  Adjusted for the timing of cash flows, this is (1%) a year.  The detail can be found in […]

Portfolio Three After 2015 Purchases and Sales

Attached is a screen shot from Google Finance of Portfolio Three after stock sales and purchases for 2015.  New stocks are Alibaba (BABA), ConocoPhillips (COP), and Facebook (FB).  The returns by stock represent stock price appreciation not dividends so dividend stocks have a higher return than listed.

Portfolio Three Updated October 2015

Portfolio three is eight years old, with the beneficiary contributing $4500 and the trustee contributing $9000, for a total of $13,500.  The current value is $13,243 for a loss of ($256) or (1.9%), which works out to an annual return that is slightly negative (0.4%) / year.  See the details here or use the links on […]

Portfolio Three Updated March, 2015 – and It’s Tax Time

Portfolio Three is our third longest portfolio, at 7 1/2 years. The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000. The current value is $13,363 for a gain of $1,363 or 11% or 2.4% / year over the life of the fund. You can see the details at the link on […]

Performance Update for January, 2015

There has been a lot of activity in the markets.  I updated the google finance accounts where I track performance for the individual funds 1-6.  We set up stop losses and about half of them were triggered overall by the rout in the oil market and also the recent fall in Chinese stocks.  I created […]

Portfolio Three Quick Update December 2014

Portfolio Three has Anadarko, the US gas / oil company, which has been hit by the crude rout, and also Exxon Mobil the energy giant.  Weibo Corp, one of the two Chinese internet companies we own (the other being Baidu) also has done poorly recently. Finally while Wynn has a positive return it has fallen […]

Portfolio Three Updated October 2014

Portfolio three is our third longest lived portfolio, at seven years.  The beneficiary contributed $4000 and the trustee $8000, for a total of $12,000.  The current value is $13,638, for a gain of $1638 or 15%, or 3% / year adjusted over the life of the portfolio.  Go here for the spreadsheet detail or click […]