Trust Funds For Kids

    • IRA and Roth IRA

      Overview An IRA (Individual Retirement Account) or a Roth IRA should be strongly considered if you are not eligible for an employer-sponsored retirement plan such as a 401(k) (for private employers) or a 403B Plan (or some other variant) if you work for a government or public sector entity (like a hospital or university). If… Read more

    • All Portfolio Update February 2024

      All Portfolio Update February 2024

      Portfolio Performance Feb 2024 Read more

    • Portfolio Five Updated December 2023

      After December Purchases Portfolio five has a value of $37,439 with beneficiary contributions of $8000 and trustee contributions of $15,500 for a gain of $13,939. The portfolio is currently at $2374 or 2% in cash so is fully in the market with 18 stocks and ETF’s. There are some strong positions like Nvidia (NVDA) and… Read more

    • Portfolio Six Updated December 2023

      Post Purchases Portfolio 6 has a value of $45,764 with beneficiary contributions of $19,100 and trustee contributions of $12,500 for a total gain of $14,164. The portfolio has $7051 in cash or 15% of total. There are 17 holdings plus cash with the largest holdings in QQQ (a recent purchase) and our Nvidia (NVDA) shares… Read more

    • Portfolio Two Updated December 2023

      After December Purchases Below is the portfolio after December purchases. The value is $118,154 and the beneficiary contributed $64,500 and the trustee $22,200 for a gain of $31,454. The portfolio has $2814 or 2% in cash and is now almost fully invested in the market. QQQ and VTI make up over 30% of the total… Read more

    • Portfolio One Updated December 2023

      Post December Purchases Portfolio One is updated as of the end of 2023. The portfolio has a value of $217,459. The beneficiary contributed $120,000, the trustee $22,500 for a total gain of $97,454. The portfolio has $51,791 in cash or 24% of holdings, and larger positions in VTI of $43,865 and QQQ of $20,476. The… Read more