Portfolio Four Updated November, 2014

Since we updated portfolios five and six in November it made sense to also update Portfolio Four.  The beneficiary contributed $3000, the trustee $6000 for a total of $9000.  Current value is $11,400 for a gain of $2400 or 26% which is almost 7% / year.  Go here for the detail or to the link on the right.

The same stocks Westpac, Garmin, and Wal-Mart have been major contributors to the gain.

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