Tag: Portfolio 3

Portfolio Three Stocks Update December 2022
Portfolio three is made up of ETF’s with some cash. The portfolio currently has VTI (US total stock market), MGK (US growth stocks) and VGK (US mega cap growth). With our 2022 investments, we can invest in any of the above ETF’s or perhaps consider another one. Cash is also returning about 3.8% risk free…

Portfolio Three Updated April 2022
Portfolio Three is 14 1/2 years old. The beneficiary contributed $7500 and the trustee $15,200 for a total of $22,700. The current value is $35,270 for a gain of $12,570 or 55%, which is 5.3% / year adjusted for the timing of cash flows. Go to the link or here for more details. This portfolio…

Portfolio Three as of October 2021
Portfolio three is 14 years old. The beneficiary contributed $7500 and the trustee $15,200 for a total of $22,700. The current value is $37,246 for a gain of $14,546 which is 64% or 6% / year adjusted for the timing of cash flows. Go to the link on the right or here for details. The…

Portfolio Three Updated July 2021
Portfolio three is 14 years old. The beneficiary contributed $7000 and the trustee $14,200 for a total of $21,200. The current value is $34,524 for a gain of $13,324 or 63%, which is 6.3% / year adjusted for the timing of cash flows. You can see the detail here or at the link on the…

Portfolio Three Updated Feb 2021
Portfolio Three is 13 1/2 years old. The trustee contributed $14,200 and the beneficiary $7000 for a total of $21,200. The current value is $32,436 for a gain of $11,236 or 53%, which is 5.5% / year adjusted for the timing of cash flows. Go here for a summary or to the link on the…

Portfolio Three Updated November 2020
Portfolio 3 is 13 years old. The beneficiary contributed $7000 and the trustee $14,200 for a total of $21,200. The current value is $31,205 for a gain of $10,005 or 47%, which works out to 5% / year when adjusted for the timing of cash flows. Go here or to the link on the right…

Portfolio Three Updated August 2020
Portfolio Three is 13 years old. The beneficiary contributed $6500 and the trustee $13,200 for a total of $19,700. The current value is $28,842 for a gain of $9142 or 46%, which is 5.3% / year adjusted for the timing of cash flows. See details here or at the link. The portfolio is 26% BND,…

Portfolio Three Updated February 2020
Portfolio three is 12 1/2 years old. The beneficiary contributed $6500 and the trustee $13,200 for a total of $19,700. The current value is $26,940 for a gain of $7240 or 37% which is 4.4% / year adjusted for the timing of cash flows. See details here or at the links section. This portfolio sold…

Portfolio 3 Updated December 2019
Portfolio three is 12 years old. The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500. The current value is $25,768 for a gain of $6,168 or 31%, which is 3.8% / year when adjusted for the timing of cash flows. See the details here or go to the link on the…

ETF Portfolios and Fall 2019 Selections
We have two ETF portfolios because it is difficult for these beneficiaries to hold individual stocks because of their professions. We moved Portfolio 2 to ETF’s several years ago and just sold the individual stocks in Portfolio 3 so that we can invest for Fall 2019 in “ETF mode”. Portfolio two has the following ETF’s:…