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 […]

Portfolio Four Updated July, 2017

Portfolio four is almost 8 years old.  The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000.  The current value is $15,082 for a gain of $3,082 or a 5% rate of return, adjusted for the timing of cash flows.  See detailed PDF here or go to the link on the right side […]

Portfolio Post Election

After the elections, stocks have generally gone up. Some sectors have done well, and others have fallen. The US dollar is stronger, which means that our overseas stocks have gone down on a relative basis. We are judicious on selling off stocks here. However, since the election is past it is likely time to make […]

Stocks on watch update

Generally waiting and putting these stocks on watch have gone well.  They have mostly increased in price recently. Novartis (NVS) – did not have a good quarterly earnings release.  Still on watch may sell. Statoil (STO) – still generally on the rise with the recent increase in oil prices Linked In (LNKD) – up since […]

Comments for Stocks on Watch

In general, earnings season is coming up now (mid to late April) for many of these stocks and we can hear about forward revenue projections and their views on oil prices as well as dividend policy. Comments for Stocks on watch: Novartis (NVS) – April 21 we will hear Q1 results and updates on strategy […]

Stocks on Watch – March 2016

The strategy of these 8 portfolios has been to purchase individual stocks, and to hold them for the medium term.  These portfolios are not the same as an individual investor who seeks to invest for their long term financial future – they should utilize low-cost ETF’s and brokerage CD’s as is described in the “basic plan” […]

Portfolio Four Updated March 2016 – Tax Time

Portfolios four and five are 6 1/2 years old.  The beneficiary contributed $3500 and the trustee $7000 for a total of $10,500.  The current value is $10,137 for a loss of ($362) or (3.5%).  Adjusted for the timing of cash flows performance is (1%) negative a year.  See here for a spreadsheet with details or […]

Portfolio Four Updated October 2015

Portfolios 4 and 5 are both 6 years old.  Portfolio 4 has $3500 in beneficiary contributions and $7000 in trustee contributions for a total of $10,500.  The current value is $10,892 for a gain of $392 or 3.7%, which is about 0.9% / year.  You can see the details here or go to the links […]

Portfolio One Updated October 2015

Portfolio One is our longest lived portfolio, at 14 years.  It started right after 9/11 and has tracked the ups and downs of the stock market since then. The beneficiary has contributed $7000 and the trustee $15,500 for a total of $22,500.  The current value of the portfolio is $34,648, a gain of $12,148 or […]

Stock Sales Summer 2015

We have been watching the markets and trends and there are some stocks that we will cull prior to the next round of investing. Coca-Cola Femsa (KOF) – this is basically the Mexican and Latin American Coca-Cola distributor.  Per their last earnings release: “As beverage transactions continued to outpace volumes across our operations- reinforcing our […]

Portfolio Four Updated March 2015 – And It’s Tax Time

Portfolios four and five are both five and a half years old. The beneficiary has invested $3000, the trustee $600, for a total of $9000. The fund value is $11,051 for a gain of $2051 or 22%, which works out to about 5.9% / year across the life of the portfolio. You can see the […]

Portfolio Two Updated March, 2015 – and It’s Tax Time

Portfolio 2 is our second longest portfolio, at 10 1/2 years. The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500. The current value is $24,497 for a gain of $9,397 or 57% or 7.4% across the life of the fund. Go here for details or download the spreadsheet from the link […]

Stocks to Review – December 2014

In order to decide what we should sell or keep, we need to review the stocks that have been hit across the six portfolios.  There are 12 stocks listed and grouped across the various industries and regions. We will look by group to determine what we recommend to do next based on the specific circumstances […]

Portfolio Four Quick Update December 2014

Coca Cola Mexico was hit by the poor performance of the Mexican dollar vs. the US Dollar.  Shell and Statoil were hit by the oil rout and the rising US dollar.  Seaspan is impacted by the US currency changes but mainly is tied to the perceived strength of the Chinese economy which seems to be at […]

Portfolio Two Quick Update December 2014

Portfolio Two is listed below. We were hit in Statoil due to the crude collapse and the falling Norwegian currency. TransAlta, the Canadian energy company, was also hit by these forces. The portfolio also has Amazon, which is falling a bit relative to other tech companies. They are a well run, long term player, but […]