Portfolio Four Updated August 2012

Portfolio Four has been updated through August 2012 you can see the sheet here or on the right side of the page. The beneficiary contributed $1500 and the trustee $3000 for a total of $4500 over three years. The portfolio value is $5201 for a gain of $701, or 15.6% or 7% / year since inception.

Portfolio Stocks

Westpac Banking (WBK), an Australian bank, has done well especially with the rising Australian dollar and a high dividend. Wal-Mart has also done well and Nucor (NUE) the non-union US steelmaker, is under its price but has come up from its lows.

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