Portfolio Two is our second longest lived portfolio, at over ten years. The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500. The current value is $25,036 for a gain of $8536 or 51%, which works out to about 7% over the life of the fund when adjusted for the timing of cash flows. See the details here or the link on the right.
We will be watching a few stocks. Transalta has declined and has a dividend that might be unsustainable. Yahoo went up on the Alibaba IPO and we will watch what they do in the future. Both Diageo and Siemens have been hit by the fall in the UK Pound and the Euro vs. the dollar and we will keep them on watch as well.