Portfolio Four Updated April 2011

Portfolio four is one of the newer portfolios being 1 1/2 years old. The beneficiary contributed $1000 and the custodian $2000 and the portfolio value is $3121 for a gain of $121 or about 2.7% over the life of the fund. All four companies are from the US. With only 4 stocks the portfolio is subject to variance caused by movement of a single stock.

 

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