Portfolios Four and Five are each 5 years old, with the beneficiary contributing $3000 and the trustee $6000, for a total of $9000. The current value is $10,856 for a gain of $1856 or 20%, or about 5% / year adjusted for the timing of cash flows. Check the detailed spreadsheet here or on the links to the right.
We will watch the new holdings Coca Cola FEMSA (hit by rising US dollar) and LinkedIn (hit by recent turmoil in internet stocks). We also have seen some declines lately in oil stocks caused by drops in the price of oil (there are three in the portfolio, Devon, Statoil and Shell). Finally, Nucor came above our purchase price after years of waiting and has dropped 15% recently on fears of a global slowdown.