Trust Funds For Kids

Tag: portfolio 8

  • 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…

  • 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…

  • 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. …

  • 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.…

  • 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.…

  • 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.…

  • 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.…

  • 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…

  • 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…

  • 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…