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.