• 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 Five Updated January 2022

    Portfolio Five is 12 years old.  The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500.  The current value is $40,195 for a gain of $20,695 which is 106% or 9.9% / year adjusted for the timing of cash flows.  Go here for a summary or to the link on the left. […]

  • July Stocks to Consider

    The following 16 stocks (plus gold) have been solid in our portfolio and are recommended for consideration if you don’t have them or wish to add more. Accenture (ACN) – well run consulting company growing and also acquiring smaller companies in niche areas Alibaba (BABA) – Chinese Amazon equivalent has been battered by regulators but […]