Portfolios Four and Five were both set up four years ago. The beneficiary contributed $2500, the trustee contributed $5000 for a total of $7500. The current value is $9,116 for a gain of $1616, which is 21%, or 6.6% / year over the life of the portfolio. Check results here or in the links on the right side of the page.
Recently two outstanding items in the portfolio were cleared up when we gave up on the metals company Alcoa, which is well run but faces ferocious state-supported Chinese firms willing to work at a loss. We also sold Riverbed when it bounced up a bit as a raider considered a stake in the company.
The remaining stocks are either brand new (too soon to judge) or doing well. We will watch Siemens which is near a 5 year high and not ride it all the way back down. The current portfolio has 9 stocks, with 7 of the 9 being foreign ADR’s (the two recent sales were US companies).