Portfolio Seven is 2 years old. The trustee invested $2000 and the beneficiary $1000 for a total of $3000. The current value is $4209 for a gain of $1209 or 40%, which is 24% / year adjusted for the timing of cash flows. You can see the detail here or in the link to the right.
When you have a portfolio with only 4 stocks like this one, an increase in a single stock can impact your performance (positively or negatively). In this case Alibaba (BABA) the Chinese e-commerce giant has done very well which has accounted for 2/3 of the total growth in portfolio value.
We have one stock “on watch” which is Spirit Airlines (SAVE). The stock is down about 40% from its high price. We are considering selling this or holding on as it competes with other airlines.