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.