Category Archives: Portfolio Tracking

Portfolio Five began last year. There are 2 stocks in the portfolio, and a total of $1500 invested. The current market value is $1394, which means that a loss of 7% was sustained. The stocks are Sinopec (SNP) and Siemens … Continue reading →

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. … Continue reading →

Portfolio three has been in existence for three years, during one of the roughest and most volatile stock market periods. This portfolio is worth $3539 and dropped about 9% during the quarter, which is mostly in line with US indexes. … Continue reading →

Portfolio two is my second longest running portfolio. It has been in existence for 6 years. The portfolio lost 12% during the quarter, with the indexes dropping about 10% and then the ADR’s in foreign currency generally falling a bit … Continue reading →

Portfolio One is my longest lived portfolio. This portfolio has been building up for nine years, and has a 3.1% return over that period. You can see the detail behind this portfolio as of July 2010 on the right sidebar. … Continue reading →

In a previous post I calculated the impact of currency change on a specific ADR, Diageo, the UK spirits company. To do this, I looked at the price in US dollars on the US exchange (in this case the NYSE) … Continue reading →

Portfolios Four and Five began about 6 months ago. This isn’t enough time to gauge performance. Portfolio Four has a value of $1524 and Portfolio Five has a value of $1443. Neither had sufficient dividend, interest or capital gains / … Continue reading →

We set up Portfolio Three two and a half years ago. Unless you have been living under a rock somewhere you know that this was a hard time to start to invest in the stock market. We have been doing … Continue reading →

We have been contributing to Portfolio Two for five and a half years. The beneficiary has contributed $3000, the trusted contributed $6000, and the fund is worth $9531, for a gain of $531, or 6%. This translates into an annual … Continue reading →

Portfolio One is my longest trust fund, which started about 8 and a half years ago. The beneficiary has contributed $4500, we contributed $9000, for a total of $13,500. The fund is worth $17,528, for a gain of $4,028, or … Continue reading →

We recently started portfolios four and five with the round of late summer investing. The process went per usual: – each of the beneficiaries saved up $500 – we matched $1000 each – we provided a list of 6 stocks … Continue reading →

The third portfolio has a life of three years. These three years coincided with many of the markets toughest years and thus the returns on this portfolio have been the lowest of the three so far. Portfolio Three Performance November … Continue reading →

Portfolio One, as I noted above, has a ten year horizon and returned at an average rate of 4.6% over the ten year period. Portfolio Two has a five year time horizon. Portfolio Two had a rougher ride because a … Continue reading →

From today’s WSJ on November 14th For the 10-year period ended Sept 30, stocks, as measured by the S&P 500 stock index delivered an annual average return of minus 0.2% Measuring performance is actually pretty hard. It is one thing … Continue reading →