Portfolio Five is 5 years old, with the beneficiary contributing $2500 and the trustee $5000 for a total of $7500. The current value of the portfolio is $9352 for a gain of $1852 or 25%, at an annual rate of 7.4% / year. You can see the detailed portfolio in the links on the right or go here.
Strong performers include the Australian Bank Westpac and Sasol the African energy company. There are 9 stocks in the portfolio and we plan to add 2 more this year to get past 10 which helps us with diversification so that if one stock falls a lot the whole portfolio won’t be significantly impacted.