Portfolio Eight Updated October, 2016

Portfolio Eight has a value of $3285. The beneficiary contributed $1000 and the trustee $2000 for a total of $3000.

Portfolio 8 Updated March 2016

Portfolio Seven Updated October, 2016

Portfolio Seven has a value of $3,320. The beneficiary contributed $1000 and the trustee $2000 for a total of $3000.portfolio_7_oct_2016

Portfolio Six Updated October, 2016

Portfolio Six has a value of $7,758. The beneficiary contributed $2500 and the trustee $5000 for a total of $7500.

portfolio_6_oct_2016

The portfolio has mostly recovered from the fall in oil prices.

Portfolio Five Updated October, 2016

Portfolio Five has a value of $13,656. The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000.

portfolio_5_oct_2016

Portfolio Four Updated October, 2016

Portfolio Four has a value of $13,034. The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000.

portfolio_4_oct_2016

The portfolio is still recovering from the oil price drop.

Portfolio Three Updated October, 2016

Portfolio Three has a value of $16,069. The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000.

portfolio_3_oct_2016

The portfolio has mostly recovered from the reduction in commodity prices.

Portfolio Two Updated October, 2016

Portfolio 2 has a value of $31,055.The beneficiary contributed $7000 and the trustee $14,000 for a total of $21,000. This portfolio has a $10,000 CD to provide stable value and 2 core ETF’s. This year a biotech ETF was added, as well.

portfolio_2_oct_2016