Portfolio Eight is almost 4 years old. The beneficiary contributed $2000 and the trustee $4000 for a total of $6000. Current value is $7278 for a gain of $1278 or 21%, which is about 7.8% / year across the life of the fund. See here for details or go to the link on the right. […]
Tag Archives: 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 […]
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 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 […]
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 […]
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 October, 2016
Portfolio Eight has a value of $3285. The beneficiary contributed $1000 and the trustee $2000 for a total of $3000.
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. […]
