Portfolio Six Updated April, 2017

Portfolio 6 is 4 1/2 years old.  The beneficiary has contributed $2500 and the trustee $5000 for a total of $7500.  The current value of the portfolio is $7806 for a gain of $306 which is about 4% or 1% / year over the life of the fund.  You can see a PDF of the details here or on the link to the right.

The portfolio is generally doing well.  The stock mix is 55% US stocks and the largest exposure area is oil, at 27% of the total.  High dividend stocks (3% yield or greater) make up 44% of the portfolio.  We sold off Coca Cola Femsa (KOF) recently.  The oil sector has generally been hit by the decline in oil prices per barrel but they have come up significantly from their lows.

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