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 January 2013

Portfolios four and five are both three and a half years old. The beneficiary has contributed $2000 and the trustee has contributed $4000, for a total of $6000. The value of the portfolio is $7123, for a gain of $1123, or 18.7%, which is about 7% / year when adjusted for the timing of contributions. […]

Portfolio Four Updated December 2012

Portfolio Four is in its fourth year of investing (along with portfolio five). The beneficiary invested $2000 and the trustee invested $4000, for a total of $6000. The portfolio is worth $6626, for a gain of $626 or 10%, about 4% / year when adjusted for the timing of cash flows. You can see the […]

Portfolio Four Updated August 2012

Portfolio Four has been updated through August 2012 you can see the sheet here or on the right side of the page. The beneficiary contributed $1500 and the trustee $3000 for a total of $4500 over three years. The portfolio value is $5201 for a gain of $701, or 15.6% or 7% / year since […]

Stock Portfolio Review

In any portfolio it is good to keep and eye out for stocks that have had a big run up and might be at a point to sell as well as stocks that have dropped and don’t seem to have a chance to come back in the near term. We also watch for stocks that […]

Portfolio Three Updated March 2012

Portfolio Three is our third longest duration portfolio. It has been in existence for 4 1/2 years. The beneficiary contributed $2500 and the trustee contributed $5000 for a total of $7500. Portfolio 3 is currently worth $7080 for a net loss of ($402) and performance of negative (5.6%), or about negative (1.9%) / year. For […]

Portfolio Four Performance Update July 2010

Portfolio Four began last year. There are 2 stocks in the portfolio, and a total of $1500 invested. The current market value is $1310, which means that it dropped about 12% during the year, a bit more than US indexes. The two stocks in this portfolio Wal-Mart and Nucor both seem to be good core […]

2009 Stock Picks

Every year I provide six stocks for selection for each trust fund. Generally each trust fund selects 2 stocks, in amounts of $700 – $1000 depending on available cash (some cash accumulates from dividends and prior sales). 1) WMT – Wal-Mart. Retailer from US. Wal-Mart benefited from the recession which drives a focus on price […]