Portfolio five is 8 years old. The trustee contributed $8000 and the beneficiary $4000 for a total of $12,000. The current value is $14,184 for a gain of $2,184 or 18%, which works out to 4% / year. See detail here or go to a link on the right.
We are evaluating stocks to sell prior to our summer purchases.
- Tata (TTM) – Indian automaker who is down significantly. Likely sell
- Spirit Airlines (SAVE) – US discount airlines that is facing more competition and headwinds. Possible sell
- ConocoPhillips (COP) – integrated oil and gas company hit by falling commodity prices. Possible sell