Portfolio 2 is our second longest portfolio, at 10 1/2 years. The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500. The current value is $24,497 for a gain of $9,397 or 57% or 7.4% across the life of the fund. Go here for details or download the spreadsheet from the link on the right.
During 2014 we sold 4 stocks; 2 are near their sales price, Urban Outfitters went up about 20% since then, and Yandex halved in price. So we are about even on that.
During 2014 the portfolio generated $449 in dividends; that’s a yield of about 1.9%. That’s pretty good when you consider that cash yields pretty much zero nowadays.
For stocks on watch – we still have TransAlta (Canadian utility) which has a high dividend and also some stocks that have had big gains, such as Toyota Motor and of course Facebook. Statoil and the 2 Canadian banks also have hit problems due to the commodity price crash (especially oil) and the rise of the US dollar which makes holding stocks denominated in Canadian dollars and Norwegian Kroner less valuable.