Tag: WalMart

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 minicorrection 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 lowcode…

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…