Trust Funds For Kids

Tag: Wal-Mart

  • 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…

  • Portfolio Four Updated December 2019

    Portfolio Four is 10 years old.  The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500.  The current value is $22,566 for a gain of $6,016 or 37%, which is 5.1% / year when adjusted for the timing of cash flows.  You can see a summary here or at the link on…

  • Portfolio Three Updated August 2018

    Portfolio three is 11 years old.  The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500.  The current value is $23,170 for a gain of 40% or 5.6% / year adjusted for the timing of cash flows.  You can see the data here or at the link on the right. We have…

  • Portfolio One Updated July, 2018

    Portfolio One is almost 17 years old.  The beneficiary contributed $2000 net (of withdrawals) and the trustee $16,000 for a total of $18,000.  The current portfolio value is $42,930 for a gain of $24,930 of 138%, which is approximately 7% / year when adjusted for the timing of cash flows.  You can see the detail…

  • Recent Stock Activity – Updated as of the end of March

    Earlier in the year we had a mini-correction of sorts. Since then, many of the stocks in the portfolio have recovered, but some haven’t. I went through the recent stock performance of all the stocks in the portfolio and here are a few that were highlighted.  Recently updated again… Appian (APPN) – Appian creates low-code…

  • 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 Three Updated October 2015

    Portfolio three is eight years old, with the beneficiary contributing $4500 and the trustee contributing $9000, for a total of $13,500.  The current value is $13,243 for a loss of ($256) or (1.9%), which works out to an annual return that is slightly negative (0.4%) / year.  See the details here or use the links on…

  • 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…

  • Portfolio Four Updated November, 2014

    Since we updated portfolios five and six in November it made sense to also update Portfolio Four.  The beneficiary contributed $3000, the trustee $6000 for a total of $9000.  Current value is $11,400 for a gain of $2400 or 26% which is almost 7% / year.  Go here for the detail or to the link…

  • Portfolio Four Updated July 2013

    Portfolios 4 and 5 are both almost 4 years old. The beneficiary contributed $2000 and the trustee $4000 for a total of $6000. The current value of the fund is $7186, for a gain of $1186, or 19%, or about 7% / year (when the timing is adjusted for cash flows). You can see the…