Portfolio Seven Updated Feb 2018, and It’s Tax Time

Portfolio 7 is 3 1/2 years old. The beneficiary contributed $1500 and the trustee $3000 for a total of $4500. … More

Portfolio Four Updated February 2018, and It’s Tax Time

Portfolio Four is 8 1/2 years old. The beneficiary contributed $4500 and the trustee $9000, for a total of $13,500. … More

We are about to re-invest for the 2017 stock season. Would like to clear out some of the stocks we … More

Portfolio five is 8 years old. The trustee contributed $8000 and the beneficiary $4000 for a total of $12,000. The … More

Portfolio 4 is 8 years old. The trustee contributed $8000 and the beneficiary $4000 for a total of $12,000. The … More

Portfolio Seven is 2 years old. The trustee invested $2000 and the beneficiary $1000 for a total of $3000. The … More

Portfolio five is a bit over 7 years old. The beneficiary contributed $4000 and the trustee $8000 for a total … More

Every year at the end of the summer we select stocks. Here are the choices for 2016. US Companies Spirit … More