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 […]

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 […]

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 […]

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 […]

Portfolio Eight Updated March 2016 – Tax Time

Portfolio 8 is half a year old.  The beneficiary contributed $500 and the trustee $1000 for a total of $1500.  The current value is $1341 for a loss of ($159) or negative (10.6%). This portfolio consists of Mastercard (MA) and Tata Motors ADR (TTM).  Both stocks are down about 10% for the year so far. […]