Portfolio Six is two years old and is our newest portfolio. The beneficiary contributed $1000 and the trustee $2000 for a total of $3000. The current value is $3287 for a gain of $287 or 9.6%, which works out to 6.2% / year over the life of the portfolio. Go here for details or go to the links on the right side of this page.
The portfolio has 3 ADR’s (foreign stocks) and one US stock. Since there are only four stocks changes in the value of any one stock will impact the total portfolio value. We will continue to add to this portfolio in the years to come.