Portfolio Four is 7 1/2 years old. The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000. The current fund value is $14,444 for a gain of $2444 or 20%, which is 4% / year when adjusted for the timing of cash flows. You can see the detail here or go to the links on the right.
We have a couple of stocks on watch. Devon Energy (DVN) got waxed with the downturn of the oil industry a couple of years ago and has recovered a lot of its losses but cut its dividend significantly in the interim. DVN seems to be plateauing and is thus on watch. Oracle (ORCL), the technology company famous for its database software (although they own many other products, including cloud software) is in a long term price and technology war with AWS and other cloud providers (including Microsoft’s Azure). They have been performing well but are on watch as a result.
There are analytics on the “analytics” sheet. A few worth paying attention to is the price as a % of its 52 week high, which shows its relative strength over the last year (obviously anything near 100% means that the stock is moving up and hitting highs regularly). The portfolio is 68% US stocks and 44% of them are “high dividend” (meaning a dividend around 3% and higher).