Tag: portfolio 8

Portfolio Eight Updated December 2018

Portfolio Eight is three years old.  The beneficiary contributed $2000 and the trustee $4000 for a total of $6000.  Current value is $6359 for a gain of $359 or 6%, which is about 2.3% / year across the life of the fund.  See here for details or go to the link on the right.

Some stocks are 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
  • Nvidia (NVDA) – another former high flyer, this chip maker was buoyed by crypto mining and is down about 50% off its 52 week high, although it still has strong cash flow.  Will watch, may sell

Portfolio Eight Updated August 2018

Portfolio eight is three years old.  The beneficiary contributed $1500 and the trustee $3000 for a total of $4500.  The current value of the portfolio is $6291 for a gain of $1791 or 40%, which is about 18% / year when adjusted for the timing of cash flows.  You can see the detail here or on the link to the right.

 

There are a couple of stocks on watch right now:

  • General Motors (GM) – All the car makers were hit pretty hard recently and it is down about 20% off its peak.
  • Baozun (BZUN)- the Chinese ecommerce company is down with the overall Chinese market, about 20% off its high.  Has still done well this year overall

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

Portfolio 8 is 3 1/2 years old.  The beneficiary contributed $1500 and the trustee $3000 for a total of $4500.  The current value of the portfolio is $5409 for a gain of $909 or 20%, which is 9.5% / year over the life of the portfolio adjusted for the timing of cash flows.  Go here for portfolio detail or use the link on the right.

We had 2 sales this year, Tata Motors (TTM) and Gilead (GILD).  Total long term gains from sales were $55 and dividends were $50.  The portfolio has done OK recently and bounced back from February market activity.

Portfolio Eight Updated August 2017

Portfolio Eight is 2 years old.  The trustee contributed $2000 and the beneficiary $1000 for a total of $3000.  The current value is $3411 for a gain of $411 or 13%, which is 8% / year.  See the details here or use the link on the right.

Tata Motors (TTM), the Indian truck maker who also owns Jaguar / Land Rover, is on watch.  We are considering selling this stock which has fallen over the last year.

Portfolio Eight Updated April 2017

Portfolio eight is 2 1/2 years old.  The beneficiary contributed $1000 and the trustee $2000 for a total of $3000.  The current value is $3201 for a gain of $201 or 6%, which is 4% / year over the life of the fund.  Go here for a view of the stocks or use the links on the right.

The stocks are 1/2 US and 1/2 foreign and right now we are watching Gilead (GILD), one of the health care stocks that is potentially impacted by various health care proposals.

Portfolio Eight Updated January 2017 – Tax Time

Portfolio eight is about 1 1/2 years old.  The beneficiary contributed $1000 and the trustee $2000 for a total of $3000.  The current value is $3130 for a gain of $130 or 4% which works out to a bit less than 3% / year adjusted for the timing of cash flows.  There have been no sales and the portfolio is doing fine.  You can see the detailed spreadsheet at the link on the right or download it here.