Portfolio five is updated here and on the right side of the page. After three years the trustee invested $3000 and the beneficiary has invested $1500 for a total of $4500. The current balance is $4520, for a slight increase over the invested amount.
The Australian company Westpac (WBK) has been a strong performer, helped by the Australian dollar and a high dividend, while the Aluminum company Alcoa has been hit hard by incredible global competition in metals (and over capacity), but is still significantly under water from its purchase price (with a relatively small dividend). Riverbed Technology, a high technology candidate that is a potential takeover candidate (since it could fit in well with other vendors) has come back some from a big fall when it slightly missed its earnings number.