Portfolio One is our longest lived Portfolio. We opened it right after 9/11… meaning that it is almost 16 years old. This portfolio has moved from the trustee to the beneficiary’s account, but we also still set it up so that the trustee has agency (can see the portfolio, buy and sell).
The beneficiary contributed $7500 and the trustee $15,500 for a total of $23,000. The current value of the portfolio is $44,883 for a gain of $21,883 or 95%, or 7% / year adjusted for the timing of cash flows. Go here or to the link on the right for details.
The portfolio is doing well. We added some criteria and filtering for stocks “at risk” (BOX, Budweiser Inbev and Exxon) or “on watch” (Tata Motors / TTM). BOX has doubled recently and is down a bit; BUD just finished a major merger but Exxon is near 5 year lows and a bit controversial due to politics. Tata (TTM) is one we will look at closely.