Portfolio Seven Updated December 2018

Portfolio Seven is three years old.  The beneficiary contributed $2000 and the trustee $4000 for a total of $6000.  Current value is $7000 for a gain of $1000 or 17%, which is about 6.2% / year over the life of the fund.  See here for details or at the link on the right.

We have some stocks on watch:

  • Baozun (BZUN) – a Chinese e-commerce enablement fun has gone down recently tied to a slow down in growth for China overall.   On watch
  • General Motors (GM) – has fallen about 20% recently and taken hard steps including layoffs to get ahead of slowing car demand
  • Alibaba (BABA) – at about 70% of its 52 week peak, has been hit by slow down in China and also a possible previous over-valuation in software stocks

Portfolio 7 Updated August 2018

Portfolio 7 is 3 years old.  The beneficiary invested $1500, the trustee $3000, for a total of $4500.  The current value is $6412 for a gain of $1912 or 42%, which works out to 18% / year over the life of the fund.  See details here or go to the link on the right.

There are a couple stocks on watch:

  • Baozun (BZUN) is a Chinese internet company which recently has gone down about 20% along with the rest of the Chinese market
  • General Motors (GM) is the US auto maker with a strong overseas presence; auto stocks too recently dropped about 20% in a sell-off

Portfolio Seven Updated Feb 2018, and It’s Tax Time

Portfolio 7 is 3 1/2 years old.  The beneficiary contributed $1500 and the trustee $3000 for a total of $4500.  The current value is $5991 for a gain of $1491 or 33%, or about 14% / year when adjusted for the timing of cash flows.  Go here for portfolio detail or go to the link on the right.

During 2017 we sold Spirit Airlines (SAVE) for a long term capital loss of $84 and had dividends of $40.  The portfolio is doing well, with holdings in BABA (Alibaba) and MA (Mastercard) doing very well.  The portfolio has mostly recovered from early February market activity.

Portfolio Seven Updated August 2017

Portfolio Seven is 2 years old.  The trustee invested $2000 and the beneficiary $1000 for a total of $3000.  The current value is $4209 for a gain of $1209 or 40%, which is 24% / year adjusted for the timing of cash flows.  You can see the detail here or in the link to the right.

When you have a portfolio with only 4 stocks like this one, an increase in a single stock can impact your performance (positively or negatively).  In this case Alibaba (BABA) the Chinese e-commerce giant has done very well which has accounted for 2/3 of the total growth in portfolio value.

We have one stock “on watch” which is Spirit Airlines (SAVE).  The stock is down about 40% from its high price.  We are considering selling this or holding on as it competes with other airlines.

Portfolio Seven Updated April 2017

Portfolio 7 is 2 1/2 years old, with the beneficiary contributing $1000 and the trustee $2000 for a total of $3000.  The current value is $3670, for a gain of $670 which is 22% or 14% / year over the life of the fund.  Here is a PDF of the fund activity and you can also see this in the right column on links.

The stocks are doing well, with 3 of the 4 near their 52 week highs.  The stock is half US and half foreign and the largest sector is Techology (if you consider Mastercard, the payment processor, as Technology) at half the portfolio.

Portfolio Seven Updated January 2017 – Tax Time

Portfolio seven is a year and a half old, with the beneficiary contributing $1000 and the trustee $2000 for a total of $3000.  The current value is $3448 for a gain of $448 or 15%, which works out to about 10% / year.  The portfolio is doing well.  You can see the details of the portfolio at the links on the right or download the spreadsheet here.  There have been no stock sales to date in this portfolio.