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 at the link on the right.

Portfolio one has 20 stocks.  The major gains have come from Taiwan Semiconductor Manufacturing (TSM), PayPal (PYPL), Nvidia (NVDA), and Procter & Gamble (PG).  Other winners include Alibaba (BABA), Accenture (ACN), Infosys (INFY), Toyota (TM), and American Electric Power (AEP).  Stocks hitting recent bumps include EA (earnings), CME (ZIRP), SAP (earnings), and BABA (delay of ANT IPO).

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.

Gains in the portfolio have been driven by Appian (APPN) which has had a huge run up lately, Cloudflare (NET), Nvidia (NVDA), OKTA (OKTA), Paypal (PYPL), Alibaba (BABA), Union Pacific (UNP) and Procter and Gamble (PG). There are 17 stocks in total in the portfolio, the others are doing OK or are too new to rate. SAP (SAP) was hit recently with their earnings report but is still up overall, and Alibaba (BABA) is still up significantly but fell with the deferral of the ANT IPO.

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 (GILD) – $77 (52 week high / low $113 / $77), $101B market cap, 2.4% dividend, $21B debt.  Gilead Sciences is a pharmaceutical company.

General Electric (GE) – $31 (52 week high / low $33 / $23), $281B market cap, 2.9% dividend, $145B debt.  General Electric is a conglomerate that has exited financial services.

International Companies

Unilever ADR UK (UL) – $48 (52 week high / low $38 / $48), $150B market cap, 2.9% dividend, $13B debt.  Unilever is a British consumer goods company with a strong global presence.  This is the ADR that pays out in British Pounds so that there is no tax withholding.

SAP ADR (SAP) – $89 (52 week high / low $62 / $89), $112B market cap, 1.5% dividend, $8B debt.  SAP is a German software company with a strong global presence.

Elbit Systems ADR (ESLT) – $97 (52 week high / low $72 / $103), $4B market cap, 1.6% dividend, $0.4B debt.  Elbit Systems is an Israeli defense contractor.