Portfolio Five is almost 5 years old. The beneficiary contributed $4000 and the trustee $8000, for a total of $12,000. The current value is $14,522, for a gain of $2522 or 21%, which is about 4.3% / year when adjusted for the timing of cash flows. Go here for details or see the link on the right of the page.
We are looking at several stocks. ConocoPhillips (COP) has been hit hard by the decline in oil prices, but has kept a modest dividend. Spirit Airlines (SAVE) has been a great stock but has come down recently. Tata Motors (TTM) provides some diversity in terms of currency and emerging markets but is down about 20% from highs. Juniper Networks (JNPR) has been doing well but long term they face risks from Amazon (AMZN) and the cloud.