Trust Funds For Kids

Tag: Tesla

  • Review of Stocks for 2023

    Catching Up on Q1 Due to the rise in interest rates, the requirement for a stock to be a “good investment” in terms of return on capital has gone up. Generally you need to think you are going to get an 8% annual return – and with interest rates at 5%, now you need 13%.…

  • 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…

  • 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…

  • 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.…

  • Portfolio Four Updated November 2021

    Portfolio four is 12 years old.  The beneficiary contributed $6500 and the trustee $13,000 for a total of $19,500.  The current value is $51,656 for a gain of $32,156 or 165%, which is 13.2% / year adjusted for the timing of cash flows.  Check the values here or at the link on the right. The…

  • Portfolio Performance November 2021

    Our performance has been strong recently. We are up more than 20% from the lows in February 2021. Gains have been across the board and especially with some market high flyers like Cloudflare (NET), Tesla (TSLA), and Nvidia (NVDA).

  • April Performance Review

    Since our last updated in mid-February (approximately the market “top”), the value of our positions has declined by about 5% overall, with some portfolios hardly moving and others declining over 10%. The differences were driven by: What percent of the portfolio is in cash or bonds – 25+% portfolio two, 30+% portfolio three, 20%+ portfolio…

  • Portfolio 4 updated Feb 2021

    Portfolio four is 11 1/2 years old. The beneficiary contributed $6000 and the trustee $12,000 for a total of $18,000. The current balance is $34,611 for a gain of $16,611, which is 92% or 9.7% / year adjusted for the timing of cash flows. See the link on the right or go to this link…

  • Portfolio Four Updated November 2020

    Portfolio Four is 11 years old.  The beneficiary contributed $6000 and the trustee $12,000 for a total of $18,000.  The current value is $30,032 for a gain of $12,032 or 67%, which is 7.7% / year adjusted for the timing of cash flows.  See the details here or on the link on the right. Gains…

  • Potential Stock Sales for August 2018

    Here are the potential stock sales by portfolio: Portfolio 8K GM – consider selling BZUN Portfolio 7G GM – consider selling BZUN Portfolio 6 ESLT BZUN BIDU Portfolio 5D BZUN GM – consider selling  BUD – recommend selling (not growing) (SOLD) BIDU Portfolio 4M TSLA – recommend selling (a media circus) (SOLD) ABB ESLT Portfolio…