Tag: Square
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Portfolio Four Updated April 2022
Portfolio four is 12 1/2 years old. The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500. The current value is $45,993 for a gain of $26,494 or 136%, which is 11.7% / year adjusted for the timing of cash flows. See the details here or at the link on the right.…
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Portfolio Eight updated April 2022
Portfolio 8 is 6 1/2 years old. The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500. The current value is $15,449 for a gain of $4949 or 47% which is 9.7% / year. See details here or in the link on the right. Like the market as a whole our stocks…
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Portfolio Seven Updated April 2022
Portfolio Seven is 6 1/2 years old. The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500. The current value is $12,542 for a gain of $2,042 or 19%, which is 4% / year adjusted for the timing of cash flows. See here or the link on the right for the details.…
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Portfolio Eight Updated January 2022
Portfolio eight is 6 years old. The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500. The current value is $18,548 for a gain of $8,048 or 76%, which is 14% / year adjusted for the timing of cash flows. Go here for a summary or to the link. This year we…
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Portfolio Seven Updated January 2022
Portfolio Seven is 6 years old. The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500. The current value is $14,317 for a gain of $3817 or 36%, which is 7.8% / year when adjusted for the timing of cash flows. Go here for a summary or to the link. This year…
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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.…
Trust Funds For Kids 