Portfolios 4 and 5 are both 6 years old. Portfolio 4 has $3500 in beneficiary contributions and $7000 in trustee contributions for a total of $10,500. The current value is $10,892 for a gain of $392 or 3.7%, which is about 0.9% / year. You can see the details here or go to the links on the right.
The portfolio has several stocks that are on watch. We have been holding on to Coca Cola Femsa (KOF) which is the Mexican coke bottler but the Mexican currency (Peso) has fallen heavily vs. the US dollar. Devon Energy (DVN) has been hit hard by the commodity crash, although it is well run and pretty well hedged. Garmin (GRMN) has also fallen recently on reduced earnings guidance. Wal-Mart (WMT) is still up significantly from our purchase price but recent earnings guidance was poor and that stock fell too. Royal Dutch Shell (RDS.B) and Statoil (STO) have also been impacted by falling oil prices, although Shell’s decision to stop arctic drilling is a good one from a financial perspective (the price of oil has made those wells uneconomic). Seaspan (SSW) has a high price buoyed by a large dividend but that may not be sustainable.