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 […]

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 […]

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 Seven Updated March 2016 – Tax Time

Portfolio Seven is about half a year old.  The beneficiary invested $500 and the trustee $1000 for a total of $1500.  The current value of the portfolio is $1357, for a loss of ($143) or negative (9.5%).  Both Alibaba (BABA) and Mastercard (MA) have come down about 10% since purchased in the fall. Due to […]