Portfolio eight is 2 1/2 years old. The beneficiary contributed $1000 and the trustee $2000 for a total of $3000. The current value is $3201 for a gain of $201 or 6%, which is 4% / year over the life of the fund. Go here for a view of the stocks or use the links on the right.
The stocks are 1/2 US and 1/2 foreign and right now we are watching Gilead (GILD), one of the health care stocks that is potentially impacted by various health care proposals.