Portfolio Six Updated March 2014

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.

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