Portfolios Four and Five are both 4 1/2 years old. The beneficiary invested $2500 and the trustee $5000 for a total of $7500. The value is $9030 for a gain of $1530 or 20%, which is 6% / year. See the details on the right or click here.
Portfolio Five now has nine stocks, with some recent sales tied to stop loss orders (Yandex, China Petroleum) and two others that we gave up on in 2013 (Alcoa and Riverbed). The existing stocks seem well positioned, with 5 overseas and 4 domestic stocks.
Tied to taxes, the portfolio earned $284 in dividends (after foreign withholding). There was a long term loss of ($493) on sales and a long term gain of $74.
With a recent sale there is $800 cash in the portfolio and we will pick another stock out of the list.