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.
This year we had three sales – Alibaba (BABA) for a small gain, Sumo for a small loss, and Baozun (BZUN) for a larger loss.
We purchased 6 new stocks – Appian (APPN), Activision / Blizzard (ATVI), Intel (INTC), Snap, Block (formerly Square) (SQ), and Tesla (TSLA).
Generally the portfolio has been doing well. There are 19 stocks in the portfolio and it is quite diverse.
Recently we’ve seen declines in some former high flyers Cloudflare (NET), Paypal (PYPL), and OKTA (OKTA). We saw some new highs with Infosys (INFY), Union Pacific (UNP) and Procter and Gamble (PG).
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 seems to be turning a corner, still enormous and critical to their economy
- Cloudflare (NET) – an innovative, fast growing tech company with a service for internet connectivity and security
- Electronic Arts (EA) – Major video game firm in a giant and growing industry
- Facebook (FB) – Fast moving and innovative firm seems to have minimized regulatory scrutiny and can monetize world-wide
- Gold EFT (IAU) – an ETF that tracks the price of gold, traditionally a hedge against uncertainty
- Kraft Heinz (KHC) – a global food and beverage firm that has reworked its operating model after recent underperformance
- Mastercard (MA) – a well run player in payments
- Nvidia (NVDA) – a rapidly growing player in chips and innovation
- OKTA (OKTA) – a well run enterprise software firm
- Paypal (PYPL) – a growing and innovative payments provider
- Procter & Gamble (PG) – iconic consumer product firm
- Starbucks (SBUX) – ubiquitous coffee shop pivoting post pandemic
- Tesla (TSLA) – high priced but rapidly growing electric car firm led by Musk
- Taiwan Semiconductor (TSM) – global chip producer that continues to perform well
- Union Pacific (UNP) – well run US railroad
Other US companies to look at for July, 2021:
- Fiserve (FISV) – Fiserve provides services for payments and banks and is well run and has grown for many years
- Chevron (CVX) – While Exxon-Mobil (XOM) led the US oil and gas industry for years, Chevron has been rising and moving faster and has a very similar market cap today
- Snap (SNAP) – the company continues to attract users and innovate with video which continues to grow in advertising impact
Other foreign companies to look at for July, 2021:
- ABB (ABB) – ABB is a global leader in engineering and electrification, which will grow as the world seeks to move from carbon energy sources
- Pinduoduo (PDD) – Pinduoduo has an innovative commerce model for aggregating buyers and has had incredible growth in China
- L’Oreal (LRLCY) – L’Oreal is the French makeup firm which has responded extremely effectively to the pandemic and gone extensively digital