Portfolio Five Updated May 2019

Portfolio Five is almost 10 years old.  The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000.  The current value is $18,510 for a gain of $3,510 or 23% which is 23.8% adjusted for the timing of cash flows.  You can see details here or on the link on the right. Prior […]

Portfolio Five Updated December 2018

Portfolio Five is 9 years old.  The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000.  The current value is $17,439 for a gain of $2,439 or 16% which is 2.7% adjusted for the timing of cash flows.  You can see details here or on the link on the right. With the […]

Portfolio Five as of August 2018

Portfolio five is nine years old.  The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500.  The current value is $17,823 for a gain of $4,323 or 32% which is 5.5% / year after adjusting for the timing of cash flows.  You can see the detail here or on the link to […]

Portfolio Five Updated Feb 2018, And It’s Tax Time

Portfolio Five is 8 1/2 years old.  The beneficiary contributed $4500 and the trustee $9000, for a total of $13,500.  The current value is $16,640 for a gain of 23%, which is 4.1% / year adjusted for the timing of cash flows.  You can see portfolio five details here or go to the link on […]

Portfolio Five Updated August 2017

Portfolio five is 8 years old.  The trustee contributed $8000 and the beneficiary $4000 for a total of $12,000.  The current value is $14,184 for a gain of $2,184 or 18%, which works out to 4% / year.  See detail here or go to a link on the right. We are evaluating stocks to sell […]

Portfolio Five Updated July, 2017

Portfolio Five is almost 5 years old.  The beneficiary contributed $4000 and the trustee $8000, for a total of $12,000.  The current value is $14,522, for a gain of $2522 or 21%, which is about 4.3% / year when adjusted for the timing of cash flows.  Go here for details or see the link on […]

Portfolio Five Updated April 2017

Portfolio 5 is 7 1/2 years old.  The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000.  The current value is $14,151 for a gain of $2151 or 18%, which is about 3.6% / year adjusted for the timing of cash flows.  You can go here to see the portfolio or go […]

Portfolio Five Updated January 2017 – Tax Time

Portfolio five is a bit over 7 years old.  The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000.  The current value is $14,071 for a gain of $2071 or 17%, which is 3.5% / year when adjusted for the timing of cash flows.  The spreadsheet can be found on the link […]

Portfolio Five Updated March 2016 – Tax Time

Portfolios four and five are 6 1/2 years old.  The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500.  The current value is $10,435 for a loss of ($65) or (0.6%) or basically flat performance when adjusted for the timing of cash flows.  The spreadsheet detail can be found here or in […]

Portfolio Five After 2015 Purchases and Sales

Attached is an updated view of Portfolio Five after 2015 purchases and sales.  New stocks include ConocoPhillips (COP), Tata Motors (TTM), and Union Pacific Corporation (UNP).  Returns only include stock price rises and decreases not dividends (so dividend paying stocks are understated).

Portfolio Five Updated October 2015

Portfolio five is six years old.  The beneficiary contributed $3500 and the trustee has contributed $7000 for a total of $10,500.  The current value is $11,297 for a gain of $797 or 7.6%, which is 1.8% / year.  The details can be found here or you can use the links on the right. Portfolio five […]

Portfolio Five Updated March 2015 – And It’s Tax Time

Portfolio’s Four and Five are both 5 1/2 years old. The beneficiary contributed $3000, the trustee $6000 for a total of $9000. The value is $10,840 for a gain of $1840 or 20%, which works out to about 5.3% / year. You can see the details here or go to the link on the right. […]

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 […]