Portfolio Seven Updated March 2016 – Tax Time

Portfolio_7G_Mar_2016

Portfolio Seven is about half a year old.  The beneficiary invested $500 and the trustee $1000 for a total of $1500.  The current value of the portfolio is $1357, for a loss of ($143) or negative (9.5%).  Both Alibaba (BABA) and Mastercard (MA) have come down about 10% since purchased in the fall.

Due to the fact that there is only modest dividend and no sales in this portfolio we were not sent a tax return by the brokerage.

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