Trust Funds For Kids

Tag: Taiwan Semiconductor Manufacturing

  • Portfolio Six Updated March 2022

    Portfolio Six is 9 1/2 years old.  The trustee contributed $10,000 and the beneficiary $5000 for a total of $15,000.  The current value is $25,192 for a gain of $10,192 or 68%, which is 9.2% / year adjusted for the timing of cash flows.  You can see performance here or on the link on the…

  • Portfolio One Updated November 2020

    Portfolio One is our longest lived portfolio.  It is 19 years old.  The beneficiary contributed $5000 and the trustee $19,000 for a total of $24,000.  The current value is $72,519 for a gain of $48,519 or 202%, which is 8.6% / year adjusted for the timing of cash flows.  You can see details here or…

  • Portfolio Six Updated November 2020

    Portfolio Six is eight years old.  The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500.  The current value is $20,150 for a gain of $6,650 or 49%, which is 8% / year when adjusted for the timing of cash flows.  Go to the link on the right or here to see…

  • Portfolio Seven Updated November 2020

    Portfolio seven is five years old.  The trustee contributed $6000 and the beneficiary contributed $3000 for a total of $9000.  The current value is $13,919 for a gain of $4,919 or 57%, which is 13% / year adjusted for the timing of cash flows.  Go to the link on the right or here to see…

  • Portfolio Performance As of May 2020 and Replacement Stock Selections

    The stock market has recovered almost all of the losses incurred with the pandemic.  From peak to trough (Feb 2020 to March 2020) we lost about 23% of our value.  Today, we are down about 7% from peak.  Our percentages do not completely align with the market because some portfolios hold up to 20% cash…

  • Stock Selections for 2018

    Stocks to choose from for 2018: US Stocks CME Group (CME) – a financial firm that trades and clears futures products and has a high dividend (they have an annual dividend plus a special year end dividend of 3.5%+ in total).  They make money from trade volume which tends to increase in times of volatility…