Portfolio Six is our newest portfolio, and is one and a half years old. The beneficiary contributed $1000 and the trustee $2000, for a total of $3000. The portfolio is worth $3268, for a gain of $268, or 9%, which is approximately 6% / year. You can see the detail on the right or go here.
We recently sold Yandex when the Russians invaded Ukraine for a tiny loss. The portfolio contains three overseas and one US stock.
There were no sales in 2013 and dividends for taxes were $70.