Tag: Tracking Performance

  • Portfolio Update September 2022

    It has been a confusing ride in the markets across all asset classes. We are now going to 1) go through the portfolios and recommend some sales 2) invest for our 2022 incremental funding and match. We also need to move one of the UTMA accounts from the trustee to the beneficiary because they turned […]

  • A Look At the Market – July 2022

    This post looks at the state of the market in July, 2022. There have been a lot of significant changes in the last 12 or so months: Rising interest rates – after the largest bull market in history in bonds (when interest rates fell to negative territory, an unheard of historical level), we now have […]

  • Portfolio Performance May 2022

    Markets have fallen aggressively during 2022. Our total investment is back to where it was in 2020, after adjusting for contributions. The stocks that have done well so far in 2022 are energy (oil, gas) and utilities have done OK. Unfortunately, we have few of these stocks in our portfolio (unless you have an index […]

  • Portfolio Performance as of March 2022

    Our portfolios have gone down with the market since the highs in November 2021.  We had an aggregate decline of 16% and the market has gone down about 8-10% during that time, depending on which benchmarks you use (US / Europe).  We had some stocks that were hit particularly hard, so let’s go through them. […]

  • Portfolio Updates for 2021

    During 2021 the markets had a lot of ups and downs, but overall it was a great year for stocks. Our portfolios in aggregate returned about 18% (adjusted for contributions in the fall of 2021 and amounts that were essentially un-invested in cash) during 2021. This compares roughly equivalent to the US markets that returned […]

  • 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).

  • Portfolio Two Updated October 2021

    Portfolio Two is seventeen years old.  The beneficiary contributed $27,000 and the trustee $18,200 for a total of $45,200.  The current value is $79,546 for a gain of $34,346 or 76%, which is 7.6% / year adjusted for the timing of cash flows.  For details go here or to the link on the right. The […]

  • Portfolio One Updated October 2021

    Portfolio One is our longest lived portfolio.  It is 20 years old.  The trustee contributed $20,000 and the beneficiary $10,000 for a total of $30,000.  The current value is $98,262 for a gain of $68,262 which is 227% or 9.7% / year when adjusted for the timing of cash flows.  Go here for a summary […]

  • Stock Performance September 2021

    Over about the last 6 months, net of $30,000 in contributions from the trustee and the beneficiaries (some beneficiaries are making additional contributions beyond the normal $1500 / year), the funds in total have gone up by approximately 5% annualized. Net of cash and cash-like instruments (which reduce money in equities), we have returned about […]