Portfolio Eight Updated March 2016 – Tax Time

Portfolio 8 is half a year old.  The beneficiary contributed $500 and the trustee $1000 for a total of $1500.  The current value is $1341 for a loss of ($159) or negative (10.6%).

Portfolio 8 Updated March 2016

This portfolio consists of Mastercard (MA) and Tata Motors ADR (TTM).  Both stocks are down about 10% for the year so far.  Due to the fact that there are no sales and not much dividends (it has only been 6 months) there were no tax forms sent by the brokerage.


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