Tag: SAP

  • Stocks To Sell September 2022

    These portfolios are medium to long term in nature. That means we typically do not make quick sales in response to market conditions. But it is time to re evaluate these stocks given all the changes since covid and these stocks we are going to sell or strongly consider selling as a result. Sales by […]

  • Portfolio One Updated November 2020

    Portfolio One is our longest lived portfolio.  It is 19 years old.  The beneficiary contributed $5000 and the trustee $19,000 for a total of $24,000.  The current value is $72,519 for a gain of $48,519 or 202%, which is 8.6% / year adjusted for the timing of cash flows.  You can see details here or […]

  • Portfolio Five Updated November 2020

    Portfolio Five is 11 years old.  The beneficiary contributed $6000 and the trustee $12,000 for a total of $18,000.  The current value is $31,765 for a gain of $13,865 or 77% which is 8.5% / year adjusted for the timing of cash flows.  Go here or to the link on the right for more detail. […]

  • It’s Stock Picking Time for 2016!

    Every year at the end of the summer we select stocks.  Here are the choices for 2016. US Companies Spirit Airlines (SAVE) – $40 (52 week high / low $53 / $33), $2.8B market cap, no dividend, $0.6B debt.  Spirit Airlines is a low cost airline that is challenging the oligopoly domestic carriers. Gilead Sciences […]