Portfolio 1 Updated April 2017

Portfolio One is 15 1/2 years old.  The beneficiary contributed $7500 and the trustee $15,500 for a total of $23,000.  The current value is $41,421 for a gain of $18,421 or 80%, which is about 6.2% / year when adjusted for the timing of cash flows.   You can see the data here or follow the link on the right.

The portfolio is generally doing well.  This portfolio is the first to be moved from a trust fund to the beneficiaries control (although technically they were under control from 18 onward).  The trustee now has agency to track the stocks and dividends and make transactions.  Now there will be charges for buys and sells (I think it is about $20 / trade) but this shouldn’t be too bad since we don’t do a lot of transactions annually.

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