Portfolios Four and Five are both four years old. The beneficiary contributed $2500 and the trustee contributed $5000 for a total of $7500. The value is $9284, for a gain of $1784 or a 24% gain, which is 7.2% / year. The portfolio can be viewed here or in the links on the right.
There are ten stocks in the portfolio, with 4 overseas stocks and 6 US stocks. The portfolio is getting to the point where changes in one stock won’t significantly impact the total value overall.
The portfolio is doing well, with Nucor on a stop loss to not go below the original purchase price (it was underwater for several years) and for Oracle because it is near a multi-year high and facing cloud competition. The positions are generally doing well, with Westpac (Australian bank) and Wal-Mart the best performers.