Portfolio’s Four and Five are both 5 1/2 years old. The beneficiary contributed $3000, the trustee $6000 for a total of $9000. The value is $10,840 for a gain of $1840 or 20%, which works out to about 5.3% / year. You can see the details here or go to the link on the right.
We earned $260 in dividends in 2014, or a yield of approximately 2.6%. During 2014 we sold two stocks – Yandex (the Russian search engine) and China Petroleum. Yandex crashed much further after we sold it and China Petroleum is about the same.
In 2015 we sold Sasol (SSL) during the oil price crash – it is about where we sold the stock at ($35). We have over $1000 to invest so we will buy an additional stock in the spring.
The stocks are mostly doing well – we will keep an eye on Seaspan (SSW) the shipping company with the high dividend (over 7%).