Portfolio Five Updated January 2017 – Tax Time
January 16, 2017 Leave a comment
Portfolio five is a bit over 7 years old. The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000. The current value is $14,071 for a gain of $2071 or 17%, which is 3.5% / year when adjusted for the timing of cash flows. The spreadsheet can be found on the link to the right or you can download it here.
During 2016 we had about $223 in dividends for an average yield of about 1.6%. There was a capital loss of $134 on the sale of LinkedIn (which was bought by Microsoft). The portfolio is doing well, with Spirit Airlines (SAVE) being a recent winner. Our sales also seem OK in hindsight.