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 $11,175 for a gain of $2,175 or 24%, or about 6% / year adjusted for the timing of cash flows. You can see the detailed portfolio here or use the link on the right.
Yahoo and Westpac have been big gainers, and there aren’t any big losers in the portfolio right now. In the past we sold Alcoa (AA) and since then it went up significantly; Alcoa had slashed its dividend and performed poorly over the years, but since has gotten its act together.