Trust Funds For Kids

Tag: portfolio 7

  • Portfolio Seven Updated April 2022

    Portfolio Seven is 6 1/2 years old.  The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500.  The current value is $12,542 for a gain of $2,042 or 19%, which is 4% / year adjusted for the timing of cash flows.  See here or the link on the right for the details.…

  • Portfolio Seven Updated January 2022

    Portfolio Seven is 6 years old.  The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500.  The current value is $14,317 for a gain of $3817 or 36%, which is 7.8% / year when adjusted for the timing of cash flows.  Go here for a summary or to the link. This year…

  • 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 Seven Updated July 2021

    Portfolio seven is almost six years old.  The beneficiary contributed $3000 and the trustee $6000 for a total of $9000.  The current value is $15,466 for a gain of $6,466 or 71%, which is 15.7% / year adjusted for the timing of cash flows.  Go here for details or to the link on the right.…

  • Portfolio Seven Updated March, 2021

    Portfolio 7 is 5 1/2 years old. The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. The current value is $16,157 for a gain of $7,157 or 80%, which is 17% / year adjusted for the timing of cash flows. See the details here or at the link on the right.…

  • Portfolio Seven Updated November 2020

    Portfolio seven is five years old.  The trustee contributed $6000 and the beneficiary contributed $3000 for a total of $9000.  The current value is $13,919 for a gain of $4,919 or 57%, which is 13% / year adjusted for the timing of cash flows.  Go to the link on the right or here to see…

  • Portfolio Seven Updated August 2020

    Portfolio Seven is five years old. The beneficiary contributed $2500 and the trusted $5000 for a total of $7500. The current value is $12,265, for a gain of $4,765 of 64% which is 16.8% / year adjusted for the timing of cash flows. See the detail here or at the link. This portfolio has 8…

  • Portfolio Seven Updated June 2020

    Portfolio Seven is 4 1/2 years old.  The beneficiary contributed $2500 and the trustee $5000 for a total of $7500.  The current value is $10,040 for a gain of $2540 or 34%, which is 9.8% / year adjusted for the timing of cash flows.  You can see the summary here or at the link. We…

  • Portfolio Seven Updated February 2020

    Portfolio seven is 4 1/2 years old.  The beneficiary contributed $2500 and the trustee $5000 for a total of $7500.  The current value is $10,955 for a gain of $3455 or 46% which is 12.9% / year when adjusted for the timing of cash flows.  You can see the detail here or at the link…

  • Portfolio Seven Updated December 2019

    Portfolio seven is more than 4 years old.  The beneficiary contributed $2500 and the trustee $5000 for a total of $7500.  The current value is $10,526 for a gain of $3,026 or 40%, which is 11.5% / year when adjusted for the timing of cash flows.  See details here or at the link on the…