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 ecommerce 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.…