Portfolio Two Updated August, 2014

Portfolio two is our second longest lived portfolio, at over ten years.  The beneficiary contributed $5000 and the trustee $10,000 for a total of $15,000.  The portfolio value is $25,300 for a gain of $10,300 or 68%, which works out to about 9.3% / year over the life of the portfolio.  You can see the detail of the portfolio in the link on the right or go here.

The portfolio is doing well now, and we recently sold Splunk when it hit our target price.  The portfolio did well on Facebook, buying near the post IPO nadir and riding it up to more than 3 1/2 times the purchase price.

There are 15 stocks in the portfolio and $3331 in cash; if $1500 additionally is contributed by the trustee and beneficiary there will be $4831 in cash available for stocks.  We will buy three stocks in larger amounts and try to keep the total portfolio at 20 or less stocks over the next few years.

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