Trust Funds For Kids

Tag: Portfolio 5

  • Portfolio Five Stocks Update December 2022

    We made sales already for Portfolio Five. It is time to consider investments for 2022. We will have around $4000 to invest when the incremental cash of $1500 is added. Below is the current portfolio. We should look at the selections for 2022 to consider and make some purchases after which I will update the…

  • Portfolio Five Updated April 2022

    Portfolio five is 12 1/2 years old.  The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500.  The current value is $35,277 for a gain of $15,766 or 80%, which is 8.2% / year adjusted for the timing of cash flows.  Go here or to the link on the right for more…

  • Portfolio Five Updated January 2022

    Portfolio Five is 12 years old.  The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500.  The current value is $40,195 for a gain of $20,695 which is 106% or 9.9% / year adjusted for the timing of cash flows.  Go here for a summary or to the link on the left.…

  • Remaining Stock Selections

    We have some outstanding investments to consider for 2021. Portfolio Five There are stocks in this portfolio to strongly consider selling. SUMO – while the SAAS / analytics sector has seen strong performance, SUMO has performed poorly.  This is a stock to strongly consider selling Baozun (BZUN) – Baozun is a Chinese e-commerce enablement company. …

  • Portfolio Five Updated July 2021

    Portfolio Five is almost 12 years old.  The beneficiary contributed $6000 and the trustee $12,000 for a total of $18,000.  The current value is $38,767 for a gain of $20,767 or 115%, which is 11.4% / year adjusted for the timing of cash flows.  You can see the details here or at the link on…

  • Portfolio Five Updated Feb 2021

    Portfolio Five is 11 1/2 years old. The beneficiary contributed $6000 and the trustee $12,000 for a total of $18,000. The current value is $36,700 for a gain of $18,701 or 104%, which is 10.9% / year when adjusted for the timing of cash flows. Go to the link on the right for details or…

  • 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 Five Updated August, 2020

    Portfolio Five is 11 years old. The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500. The current value is $26,059 for a gain of $9,558 which is 58% or 7.4% / year adjusted for the timing of cash flows. See the details here or at the link. The portfolio has 15…

  • Portfolio Five Updated June 2020

    Portfolio five is almost 11 years old.  The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500.  The current value is $22,386 for a gain of $5886 or 35%, which is 5% / year adjusted for the timing of cash flows.  You can see a summary here or at the link. We…

  • Portfolio Five Updated February 2020

    Portfolio 5 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 $22,877 for a gain of $6377 or 39% which is 5.3% / year adjusted for the timing of cash flows.  Go here for details or to the links on the page.…