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 ecommerce 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…