Portfolio six is 5 years old. The beneficiary contributed $2500 and the trustee $5000 for a total of $7500. Current value is $8023 for a gain of $523 or 7%, which is 2% / year. You can see the details at the link on the right or go here.
We have new analytics on these spreadsheets. We also centrally track items like “yield” and the current description / status so we only need to updated it one time.
- Tata Motors (TTM) – Indian auto company which owns Range Rover. Sell
- ConocoPhillips (COP) – US oil and gas producer hit hard by oil crisis, but up from lows with decent dividend. Likely sell
- Exxon Mobil (XOM) – large, well run integrated oil and gas company. A political football. May want to sell
- Gilead (GILD) – Drugmaker. Keep for now, up from lows