Portfolio Three Updated May 2019

Portfolio Three is almost 12 years old.  The beneficiary contributed $6000 and the trusted $12,000 for a total of $18,000.  The current value is $22,338 for a gain of $4,338 or 24%, which is 3.3% / year when adjusted for the timing of cash flows.  See the details here or go to the links on […]

Stocks on Watch, Summer 2019

As part of our investing round for the summer of 2019, we are looking at stocks to consider selling. The following stocks are on that list: Baidu (BIDU) – they recently had their first loss and are way down Baozun (BZUN) – stock performance far down, likely impacted by China / US trade disputes Electronic […]