Portfolio 5 is 7 1/2 years old. The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000. The current value is $14,151 for a gain of $2151 or 18%, which is about 3.6% / year adjusted for the timing of cash flows. You can go here to see the portfolio or go to the links on the right side of the page.
The portfolio is about 50/50 with US and foreign stocks. Almost half the stocks are considered “high dividend” with a dividend of near 3% or greater. Gilead (GILD) is a recent drugmaker purchase and Anheuser Busch InBev (BUD) are both pretty well run companies on or near watch.
On a side note, this is one of the first portfolio to be almost totally run by formulas in Google Sheets. I incorporated vLookups and re-arranged the sheets a bit to have more of the information on buys and sells populate automatically. Due to these changes, it will be much easier to update this portfolio in the future and it will be the template that I will apply to the other portfolios as I migrate them to Google Sheets.
Leave a Reply