Trust Funds For Kids

Tag: technology

  • Investment Thoughts April 2023

    Q1 Update – Some Winners Two stocks that the portfolios are invested in – Nvdia (NVDA) and Salesforce (CRM) were two of the best performing stocks in Q1. We have held on to NVDA for years and built up positions and Salesforce is a recent addition since their stock was trading at a very low…

  • 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 Seven Updated April 2017

    Portfolio 7 is 2 1/2 years old, with the beneficiary contributing $1000 and the trustee $2000 for a total of $3000.  The current value is $3670, for a gain of $670 which is 22% or 14% / year over the life of the fund.  Here is a PDF of the fund activity and you can…