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%).
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.