Portfolio Six Updated August, 2014

Portfolio Six is three years old.  The beneficiary contributed $1000 and the trustee contributed $2000 for a total of $3000.  The current value of the portfolio is $3560, for a gain of $560 or 18%, which works out to about 12% / year.  The details can be found in the link on the right or go here.

The portfolio is doing well.  We sold Yandex the Russian search engine at the start of the Russian invasion of Ukraine.  There are four stocks in the portfolio and we plan to add two more this year.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s