Tag: portfolio 8
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Portfolio Eight updated April 2022
Portfolio 8 is 6 1/2 years old. The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500. The current value is $15,449 for a gain of $4949 or 47% which is 9.7% / year. See details here or in the link on the right. Like the market as a whole our stocks…
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Portfolio Eight Updated January 2022
Portfolio eight is 6 years old. The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500. The current value is $18,548 for a gain of $8,048 or 76%, which is 14% / year adjusted for the timing of cash flows. Go here for a summary or to the link. This year we…
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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. …
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Portfolio Eight Updated July 2021
Portfolio eight is almost six years old. The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. The current value is $17,408 for a gain of $8,408 or 93% which is 19% / year adjusted for the timing of cash flows. Go here for details or to the link on the right.…
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Portfolio Eight Updated March, 2021
Portfolio eight is 5 1/2 years old. The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. The current value is $16,423 for a gain of $7,423 or 83%, which is 17.5% / year adjusted for the timing of cash flows. Go here for details or to the link on the right.…
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Portfolio Eight Updated November 2020
Portfolio Eight is 5 years old. The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. The current value is $14,361 for a gain of $5,361 or 60%, which is 13.5% / year when adjusted for the timing of cash flows. Go here or the link on the right to see details.…
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Portfolio Eight Updated August 2020
Portfolio Eight is five years old. The beneficiary contributed $2500 and the trustee $5000 for a total of $7500. The current value is $12,184 for a gain of $4684 or 62%, which is 16.7% / year adjusted for the timing of cash flows. See details here or at the link. The portfolio has 8 stocks.…
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Portfolio Eight Updated June 2020
Portfolio Eight is 4 1/2 years old. The beneficiary contributed $2500 and the trustee $5000 for a total of $7500. The current balance is $10,402 for a gain of $2902 or 38%, which is 11% / year adjusted for the timing of cash flows. Go here for a summary or use the link. We recently…
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Portfolio Eight Updated February 2020
Portfolio Eight is 4 1/2 years old. The beneficiary contributed $2500 and the trustee $5000 for a total of $7500. The current value is $10,347 for a gain of $2906 which is 38%, or 11.1% / year when adjusted for the timing of cash flows. See the detail here or at the link on the…
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Portfolio Eight Updated December 2019
Portfolio 8 is a bit over 4 years old. The beneficiary contributed $2500 and the trustee $5000 for a total of $7500. The current value is $9,557 for a gain of $2,057 or 27%, or 8.2% / year when adjusted or the timing of cash flows. You can see the summary here or at the…