Portfolio 3 started up three and a half years ago, during one of the most turbulent times in the stock market. This portfolio was hit hardest but has come back to where it is almost break-even.
The beneficiary contributed $2000 and the custodian $4000 for a total of $6000, and the current value is $5935, for a slight loss. There are 5 stocks in the portfolio, meaning that a sharp move in one stock can move results overall. Three are overseas ADR’s and 2 are US stocks.